Whether your a large broker dealer, boutique BD, or Aggregator RIA, you need business intelligence and compliance oversight so you can increase revenue.
With RPAG’s Enterprise Services your home office has access to a highly-customized version of the RPAG Platform providing you with data aggregation, powerful tools and high level service to help transform your your retirement practice.
RPAG can help you accelerate growth through retirement plan consulting, giving your compliance team peace of mind, and putting industry leading systems and solutions into the hands of all your financial professionals.
Enterprise Solutions Unique Differentiators
The RPAG Enterprise IQ Platform consists of two aspects; The Enterprise IQ Portal for home office and sales desk users, and the RPAG Advisor Portal for advisor/rep usage.
RPAG’s Enterprise IQ Platform: institutional-level access of home office staff
- Data Aggregation
- Data Analytics Dashboard – Holistic, 360 degree analytics
- Aggregation of all retirement plan data throughout your book of business
- Aggregation of plan assets and fund holdings through Plan Asset Link (PAL) for all advisory clients
- Sales Desk to run reports for any plan within the book of business
- Compliance Oversight
- Analytics on fiduciary actions and report usage by advisors
- Customization of admin rights across the enterprise
- Customization of recordkeeper products
RPAG Advisor Portal: advisor and support level access to RPAG suite of technology and resources
- Access to all “Premium” level services
- Reports and systems; Investment Scorecard System, Provider RFP & Fee Benchmarking System, Fiduciary Fitness, PlanFees, WellCents, PLANavigator, TDF Analyzer, Advisor Fee Calculator, Fund Research, Advisor Reports, Advisor IQ, Stable Value Analyzer, Video Learning Center, Resource Center, all investment reporting features.