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

• 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!
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What's New

• Bug fixes and performance enhancements
• Plan level historical participation chart has been updated to also include the current participation rate
• New employee drill-down view
• Review employee investment portfolios, contribution elections, & recent activity.
• Take employee notes and track your interactions
• Filter employees by name, age, and account balances

Find a bug? Have feedback or enhancement requests? Don't hesitate to email us at android@abgrm.com
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Additional Information

Updated
August 8, 2018
Size
7.8M
Installs
100+
Current Version
1.7.0
Requires Android
4.1 and up
Content Rating
Everyone
Permissions
Offered By
Alliance Benefit Group Rocky Mountain
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