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!
• Easy access to ABGRM Fee Schedules, Plan Profiles, Brochures, and more!
Download the app now!