ABG Advisors

iOS Universel / Finance

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!

Quoi de neuf dans la dernière version ?

• Updated user interface for a fresh look!
• Performance improvements