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!