As mobile devices such as smartphones and tablets become everyday business tools, TRA provides financial advisors and wholesalers quick and easy access to the services they need when they need them most.
These on-the-go resource from our Apple and Android mobile app, offering financial advisors and wholesalers immediate access to request for proposals and other valuable retirement planning resources in the palm of your hands.
The primary driver for the development of this app was the feedback we received from TRA’s partners. This app allows us the flexibility to post new tools, resources and events to keep the application relevant and robust. We can proactively share in-the-moment information and breaking details for regional events with users who turn on the smart-technology location feature included in the app. This high level of accessibility allows TRA to provide the best service to our financial advisors and wholesalers, who in turn can provide an even greater level of service to their clients.