Advisor Mobile App

The easiest and fastest way to access your retirement plans!

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!

Download the app now!