價格：免費
更新日期：2018-08-09
檔案大小：14.8 MB
目前版本：1.7.0
版本需求：需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：英語
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
• Full employee drill-down view with account summaries, recent activity, interaction tracking, & much more
• 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!
支援平台：iPhone, iPad