FBG Private Wealth app for iPhone and iPad
4.8 (
6528 ratings )
Finance
Developer: Fiduciary Benefits Group,Inc.
Free
Current version: 1.0, last update: 6 months agoFirst release : 13 Jul 2023
App size: 17.48 Mb
At Fiduciary Benefits Group, we believe your employees deserve more from their retirement plan advisor. From helping corporations attract and retain talent, to guiding clients toward their retirement goals, our core focus is designing exceptional retirement plans.
This app allows clients to access their complete financial picture, view performance figures, receive investment newsletters, and interact with their financial advisor.