Advisor Dashboard

The Retirement Plan Company has always provided Plan Sponsors and Plan Participants access to their plan information through our set of client web pages. Realizing Financial Advisors needed a more specialized tool to track their services, TRPC developed the Advisor Dashboard, granting advisors even more access to plan information, investments, and models.

TRPC's Advisor Dashboard allows you to anticipate the needs of your clients with a list of new features. Simply log in with your credentials and choose "Advisor" from the "Select Role" drop down box to access:

Summary Section:
View the total dollar amount of assets in your plans and see a count of plans under management.

View a count of models under management, access a count of participants under management, and find a count of funds under management when you visit the Summary Section of the dashboard.

Investments:
Click the Models Tab to view investment models in your plans along with the balance and number of participants invested in each model.

Click Here to View a Screen Shot

The Investment Tab displays the funds in each of your plans as well as the balance and number of participants invested in each fund.

Click Here to View a Screen Shot

Plan Selection:
View the employer, Plan name, Plan ID, and balance for each of your plans.

Asset Totals by Month:
Display the asset totals for the past six months.

Links:
Quickly link to Investment Profiles for all funds in your plans.

TRPC's Advisor Dashboard is another way We Anticipate Your Needs!