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ABG Advisors
Published by: Rocky Mountain Employee Benefits
Description
Alliance Benefit Group Rocky Mountain is proud to release our new mobile app for financial advisors!
Advisors now have fast & easy access to their retirement plans right at their fingertips!
Our new mobile app lets you view the following information:
• Global asset totals
• Global funds & model portfolios
• Employees with a balance of $100k or greater
• Full employee drill-down view with account summaries, recent activity, interaction tracking, & much more
• Plan-level dashboard, which includes: fund details, model portfolio details, participation rates, contribution summaries, distribution summaries, and much more!
Download the app now!
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Advisors now have fast & easy access to their retirement plans right at their fingertips!
Our new mobile app lets you view the following information:
• Global asset totals
• Global funds & model portfolios
• Employees with a balance of $100k or greater
• Full employee drill-down view with account summaries, recent activity, interaction tracking, & much more
• Plan-level dashboard, which includes: fund details, model portfolio details, participation rates, contribution summaries, distribution summaries, and much more!
Download the app now!
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App Info
- Category
- Finance
- Publisher
- Rocky Mountain Employee Benefits
- Languages
- English
- Recent release
- 1.8 (4 years ago )
- Released on
- Aug 12, 2017 (7 years ago )
- Also available in
- United States, India, Thailand, Romania, Philippines, Netherlands, Malaysia, Mexico, Japan, Argentina, Indonesia, France, Dominican Republic, Germany, Colombia, Chile, Canada, Brazil
- Last Updated
- 9 months ago