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ABG Advisors for iOS

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!

Easy access to ABGRM Fee Schedules, Plan Profiles, Brochures, and more!

Download the app now!

Full Specifications

What's new in version 1.7.0

General

Release January 8, 2020
Date Added January 8, 2020
Version 1.7.0

Operating Systems

Operating Systems iOS
Additional Requirements Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Popularity

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