About
This app provides a secure platform for clients to monitor their financial accounts, review performance, and manage documents. It facilitates direct communication with advisors and offers a consolidated view of net worth by linking external accounts.
What's New in The Retirement Planning Group
1.96
June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
MoreFAQ
Is The Retirement Planning Group app secure?
The Retirement Planning Group app is designed to be a secure platform for clients to access their financial information. It requires authorization to use, ensuring that only approved clients can log in and view their data.
What devices does The Retirement Planning Group app support?
The Retirement Planning Group app is available for iPhone, iPad, and iPod devices, offering a consistent experience across Apple's mobile ecosystem.
How often is The Retirement Planning Group app updated?
The Retirement Planning Group app was last updated on May 5, 2026, indicating a commitment to ongoing maintenance and potential feature enhancements. The latest version is 1.95.
Can I link outside accounts to The Retirement Planning Group app?
Yes, you can link outside accounts to create a holistic Net Worth summary within The Retirement Planning Group app. This feature helps provide a comprehensive overview of your financial standing.
How do I get access to The Retirement Planning Group app?
To request access to The Retirement Planning Group app, you must be an existing TRPG client who has been authorized for the phone application. Please contact your advisor to inquire about obtaining access.
What is the age rating for The Retirement Planning Group app?
The Retirement Planning Group app has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.
Does The Retirement Planning Group app have ads?
No, The Retirement Planning Group app does not contain advertisements. As it is a free application, users can expect an ad-free experience.
What is the user sentiment for The Retirement Planning Group app?
The Retirement Planning Group app has received an excellent rating of 5.0 stars from 4 ratings, indicating a very positive user sentiment among its current client base.
