With the RPAG Advisor Portal, you have 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 that you can use towards forming relationships with clients and prospects, thereby allowing you to build a scalable customer service model and ultimately close more business deals.
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- each of which are scalable to your unique business needs and goals. So, when you call for help, you don’t get a robot-assistant. Rather, you are connected to an actual person whose goal is to teach you about the technology that was designed to provide daily support to you and your business.
RPAG can expedite growth whether you’re a large broker dealer, boutique BD, or Aggregator RIA. We accomplish this by enhancing data aggregation and compliance oversight, thereby fostering rapid advisor growth. This process is augmented using retirement plan consulting- a service providing peace of mind to your compliance team, while simultaneously helping your home office to attract more visitors.
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, update fund changes, and amend plan data on a monthly basis.
RPAG’S Fiduciary Briefcase is a secure, cloud-base fiduciary document vault that is seamlessly integrated into the RPAG Portal; it houses all reports and documents created through the RPAG Portal with just one click. The Fiduciary Briefcase tool also provides your clients with 24/7 access to pertinent plan information and readily prepares your plan for audit.