All your retirement plan reporting systems and data — all under one roof.
Becoming an elite advisor isn’t easy – and getting there is even harder. You’re juggling client serving, sales efforts, and running your practice. Most advisors also have to juggle a variety of tools that are scattered and often impossible to use. This means scattered data, scattered processed, and scattered brain power. Too much time spent on tools means lost revenue and lost opportunities to close more business. RPAG has THE solution for this age-old problem.
With RPAG, all your retirement plan systems, reporting and data are on one easy-to-use and integrated platform. You’ll save valuable time so you can get in front of clients and prospects, building a scalable customer service model and closing more business.
RPAG is a complete retirement plan advisory platform with everything you need to accelerate sales, streamline customer service, or build a profitable business.
Our efficient and scalable technology platform provides our members with actionable insights and allows them to make data-driven decisions for their retirement plan clients. Our compelling client deliverables and innovative technology give RPAG members a unique competitive advantage, all while surrounding them with world-class training and support.
With RPAG, everything is under one roof. All RPAG systems, including investment scoring, fee benchmarking, live-bid RFP, fiduciary governance, financial wellness and more are accessible in one place. RPAG has the most robust platform in the industry and that is why retirement plan specialists and institutions rely on RPAG to help them grow their businesses.
Additionally, the usability of our system is a major differentiator. Running an investment review in RPAG is simple and can be taught in minutes. Thousands of hours have been put into the design of the user interface, making the fund change process in RPAG, easier than any other system. While it’s easy to use, we offer so much flexibility of the order, branding, and topics used within a report. Since our data is interconnected at a client level, it’s as simple as dragging and dropping to add fee, design, or educational materials to a report.