With the RPAG Advisor Portal all your retirement plan reporting systems and data — all under one roof.
With the RPAG Advisor Portal, all your retirement plan systems, reporting and data are on one easy-to-use and integrated platform. You’ll save valuable time so you can get in front of clients and prospects, building a scalable customer service model and closing more business.
RPAG Advisor Portal
All your retirement plan reporting systems and data — under one roof
Our Advisor Portal seamlessly connects the systems you need for client and prospect management with a retirement plan data warehouse.
RPAG doesn’t merely “dabble” in technology for retirement practices. We design, build, test, and retest every single one of our systems, which are all scalable to your unique business needs and goals. So when you call for help, you don’t get a robo-assistant—you are connected to an actual person who can teach you something new about the technology which is here to support you every workday.
Whether you're a large broker dealer, boutique BD, or Aggregator RIA, we can enhance your data aggregation, compliance oversight and enable your advisors to grow faster. RPAG can help you accelerate growth through retirement plan consulting, giving your compliance team peace of mind, and helping your home office attract more advisors.
RPAG’s Plan Asset Link (PAL) system gives advisors scale which can increase profitability by turning the manual entry of plan asset data into a task of the past. Our PAL team works with providers to sync plan assets by fund and to update fund changes and other crucial plan data on a monthly basis.
RPAG’s Fiduciary Briefcase is a secure, cloud-based fiduciary document vault that seamlessly integrates with the RPAG Portal, housing all reports and documents created through the RPAG Portal with just one click. The Fiduciary Briefcase tool provides your clients with 24/7 access to pertinent plan information and readily prepares your plan for audit.