The Retirement Planning Group 1.83

The Retirement Planning Group mobile application features a user-friendly and aesthetically pleasing interface. It enables clients to monitor performance, account values, income, and distributions effectively. Additionally, users can upload and download documents from their secure vault, integrate external accounts for comprehensive Net Worth summaries, and receive alerts from The Retirement Planning Group. The application also facilitates direct communication between clients and their advisors.

It is important to note that access to the application is restricted to authorized TRPG clients. Those interested in obtaining access are encouraged to reach out to their advisor for further assistance.