About
This finance app allows clients to monitor investment performance, account balances, and income. Users can securely upload and download documents, link external accounts for a complete net worth overview, and communicate directly with their advisor.
What's New in The Retirement Planning Group
1.99
October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
MoreFAQ
What is the Retirement Planning Group app?
The Retirement Planning Group app is a client portal designed for TRPG clients to manage their financial accounts, review performance, and communicate with their advisor. It offers features like document vault access and net worth summaries.
How do I get access to The Retirement Planning Group app?
To gain access, you must be an existing client of The Retirement Planning Group and have been authorized for the phone application by your advisor. If you wish to request access, please contact your advisor directly.
Is The Retirement Planning Group app free to use?
Yes, the app is available for free. It is designed to provide TRPG clients with convenient access to their financial information and advisor communication tools without any cost.
What devices does The Retirement Planning Group app support?
The Retirement Planning Group app is compatible with iPhone, iPad, and iPod devices. This ensures that clients can access their financial information across various Apple mobile devices.
How secure is The Retirement Planning Group app?
The app provides a secure interface for clients to review performance, account values, and documents. It allows for secure communication with advisors and the linking of outside accounts for a holistic net worth summary.
When was The Retirement Planning Group app last updated?
The latest version of The Retirement Planning Group app is 1.99, which was last updated on October 31, 2026. This indicates ongoing development and maintenance for the application.
What is the user rating for The Retirement Planning Group app?
The Retirement Planning Group app has an excellent rating of 5.0 stars, based on 5 user ratings. This suggests a high level of satisfaction among its current users.
Does The Retirement Planning Group app have ads?
No, The Retirement Planning Group app does not contain advertisements. As it is a free application for authorized clients, it focuses on providing a clean and uninterrupted user experience.
