At RPAG, we pride ourselves in our data aggregation services for both individual advisors and for 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. Our position as a market leader and massive distribution channel for recordkeepers allows us to leverage our position and work with providers to get monthly data feeds.
Data Feeds Unique Differentiators
RPAG’s Plan Asset Link (PAL) system gives advisors scale and profitability by taking the task of plan asset data entry a thing of the past. PAL syncs plan assets by fund, fund changes and other crucial plan data on a monthly basis.
What really makes RPAG’s PAL unique is; our inclusion of funds with a “zero” account balance, inclusion of closed funds, revenue sharing, as well as our intuitive syncing process. This easy to use system puts verified, up-to-date and accurate 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 in regard to the timing of the feeds as well as the type of data that is 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|