Capital Group Pro 2.7.7

The Capital Group Companies Inc. ❘ Freeware ❘
iOS
out of 25 votes

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Capital Group Pro caters to the needs of financial advisors who are constantly on the move. The platform offers a comprehensive solution by providing the latest market updates, a customized news feed, and valuable insights tailored to your preferences.

Designed to assist in practice development, Capital Group Pro offers practical guidance on various topics such as practice milestones and client life events. The platform ensures that financial advisors receive quick and practical tips in a user-friendly format.

Moreover, Capital Group Pro facilitates the earning of Continuing Education (CE) credits to support advisors in meeting their professional requirements.

Capital Group Pro stands out as a tool created by financial advisors, specifically for financial advisors. Through its innovative features and user-centric design, the platform aims to optimize advisors' time management while offering a secure and complimentary service. Powered by Capital Group, the parent company of American Funds Distributors, Inc. and a member of FINRA, Capital Group Pro guarantees a reliable and trusted experience.

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Screenshots (Click to view larger)

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This application is designed exclusively for participants in Capital Group PlanPremier employer-sponsored retirement plans. It is not intended for use with other retirement, college savings, or individual investment accounts.

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This application is designed for participants in Capital Group RecordkeeperDirect retirement plans, identified by plan IDs beginning with BRK or IRK, accessible at capitalgroup.com/retirement/participant.

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Latest Version
2.7.7

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