The Retirement Planning Group
The Retirement Planning Group Finance iPhoneiPadiPod touch
The Retirement Planning Group is a free Finance app for iPhone and iPad by The Retirement Planning Group. Rated 5.0/5 from 5 ratings. Requires iOS 15.5.
- Rating
- 5.0
- 5 ratings
- Price
- Free
- on the App Store
- Size
- 141 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
Screenshots
About The Retirement Planning Group
The Retirement Planning Group phone application is a simple, elegant interface that allows clients to review performance, account values, income, distributions, upload and download documents from their vault, link outside accounts to create a holistic Net Worth summaries and receive alerts from TRPG as well as communicate directly with their advisor! Requirements: You need to be a TRPG client that has been authorized for the phone application. If you would like to request access, please contact your advisor.
Ratings & reviews
5.0
5 ratings
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, The Retirement Planning Group, reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Financial Info: Other Financial Info
- Contact Info: Physical Address, Name, Other User Contact Info
- User Content: Photos or Videos
- Identifiers: User ID
Used for: App Functionality
Alternatives to The Retirement Planning Group
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
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