The Retirement Planning Group
100+
Downloads
Everyone
info
About this app
The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from TRPG as well as communicate directly with their advisor!
Requirements: You need to be a TRPG client that has been authorized for the phone application. If you would like to request access, please contact your advisor.
Requirements: You need to be a TRPG client that has been authorized for the phone application. If you would like to request access, please contact your advisor.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region and age The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted
What's new
* Optimized the Planning Space for better performance and faster speeds.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
* Refined the login screen to create a smoother user experience.
* Added support for Principal and Income in the Transaction Card feature.
