At RPAG, we pride ourselves in our data aggregation services for both individual advisors and institutions.
Whether it’s an advisor with 10 plans or a broker dealer with 50,000, we seek to provide timely, accurate and compelling data. As a market leader and massive distribution channel for recordkeepers, we can leverage our position to work with providers and receive monthly data feeds.
Data Feeds Unique Differentiators
RPAG’s Plan Asset Link (PAL) system gives advisors scale and profitability by making plan asset data entry a thing of the past. PAL automatically syncs and organizes plan assets, fund changes, and other crucial plan data on a monthly basis.
What really makes RPAG’s PAL unique is our inclusion of both closed funds and those with a “zero” account balance. It also offers revenue sharing and an intuitive syncing process to further amplify its distinctive qualities. RPAG’s PAL is an easy-to-use system that places updated, accurate, and verified data in the hands of advisors, their teams, and your home office.
Below is a list of providers that are participating in PAL. Different providers have different capabilities regarding the timing of the feeds and the types of data that are sent through PAL.
|Alliance Benefit Group||Monthly|
|Billings & Company||Monthly|
|Correll & Company||Monthly|
|July Business Services||Monthly|
|Mutual of Omaha||Monthly|
|Retirement Plan Consultant||Monthly|
|Summit Benefit Solutions||Monthly|
|T. Rowe Price||Monthly|
|The Retirement Plan Company||Monthly|
|Trautmann Maher (Northwest Plan Services)||Monthly|