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Eagle Retirement Plans

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Versions
Price History
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All Versions of Eagle Retirement Plans

1.80

June 8, 2024

* Todo functionality will now be a part of the Mobile Advisor experience * Updated privacy policy visibility * Enhanced performance and stability

1.78

April 22, 2024

* Improved the activity summary chart located in the account details * Updated Allocation Dashboard logic for a consistent experience * Enhanced the Dashboard: Gain/Loss performance and stability

1.77

March 9, 2024

* Updating advisor login interface featuring an improved navigation menu * Improving advisor communication through the introduction of Timeline and Vault functionalities * Enhancing advisor navigation for seamless transitions between various clients

1.76

January 20, 2024

* Updated the loading screen to provide a more consistent experience * Performance and stability enhancements * Bug Fixes

1.75

December 12, 2023

* Improved Timeline communication and performance * Enhanced performance and stability within the Dashboard

1.74

October 28, 2023

* RightCapital financial planning integration available for the mobile app. * Innotrust statement integration now supported within the client’s vault. * Improved performance and stability within the Dashboard section of the app.

1.73

September 17, 2023

* Added the ability to easily clear all of your notifications * Reworked the Account Details page to highlight important information about the account * Improved performance within the Dashboard and Balance Sheet sections of the app * Re-added the ability for Firm Users to store their biometrics, allowing for quicker and easier logins

1.71

July 29, 2023

* Updated notification bell to provide an easier experience * Improved loading screen to provide better clarity * Enhanced mobile web to better support teams * Dashboard and subsequent cards now supports improve as of date logic

1.69

June 12, 2023

* Improved Performance Card to be able to support Additional Benchmark functionality. * Enhanced loggings to be able to provide additional support for our mobile users. * Bug Fixes

1.67

April 22, 2023

Improved Performance Card: Performance card now allows for access to multiple benchmarks. Giving you the ability to dynamically change your view to better analyze your performance vs selected benchmarks. Enhanced Biometric Security: Improving our biometric security to provide additional layers of security for the users. Continued Support Maintenance and Performance Improvements: Continual effort to ensure that the mobile app is a smooth and consistent experience

Description of Eagle Retirement Plans

Welcome to a great new experience in Online Portfolio Tracking, with ERP’s new mobile app! We are excited to feature this innovative and holistic portfolio management platform to provide our authorized Eagle Retirement Plans clients with access to a powerful, modern reporting experience. Dynamic: The ERP Portfolio Tracking App provides a dynamic view your financial wealth picture, all of your accounts, account statements, balances, and updates, from any of your devices, anytime, anywhere. Client Portal: It gives you access to the client portal with a view that matches the way we discuss your portfolio with you. Secure Vault: You can use the vault to easily keep track of and share confidential documents, it’s super easy to upload, store, and share important documents, such as investment reports, forms to sign, personal documents, and more in a secure server instead of the concern with attaching financial reports with private information via email. Notifications: You can choose to receive notifications to help keep you informed of alerts from ERP, such as when account overviews are added to the vault or about important highlights from your investment portfolio. Security: Rest assured, your data is secure. At ERP, we take your security and privacy very seriously and have implemented strong security measures and strict data protection policies. Requirements: You must be an ERP App user that has been authorized for ERP phone application. If you would like to request access, please contact your ERP Advisor.

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