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!
Download the app now!
