Housing meeting summaries, compliance documents, newsletters and so much more, the Fiduciary Briefcase gives your committee anytime access to pertinent plan information and readily prepares your plan for audit.
RPAG’s Fiduciary Briefcase is a secure, cloud-based fiduciary document vault that is seamlessly integrated into the RPAG Portal. The Fiduciary Briefcase houses all reports and document created through the RPAG Portal with just one click, including meeting summaries, compliance documents, investment reviews, RFPs, and much more. Your advisors can also upload any information and outside documents that they see fit. The Fiduciary Briefcase affords your clients with 24/7 access to pertinent plan information and readily prepares your plan for audit.
Fiduciary Briefcase Unique Differentiators
Proper documentation is a must for plan governance. RPAG’s Fiduciary Briefcase, is an online portal that serves as your private fiduciary file. One that gives you and your clients 24/7 access to plan information, meeting summaries, compliance documents, newsletters, memos and so much more.
- Seamlessly integrated into the RPAG portal, giving you one-click upload ability when you create a client report in the system
- Add any other document you see fit
- Ability to show up to date plan level information, service plans and much more
- Affords your clients any-time access to pertinent plan information
- Readily prepares your clients for a plan audit
Direct your clients to www.fiduciarybriefcase.com or add the login widget to your own website.