The RPAG Milestone Program™
With any new software, it can be difficult to know where to begin. With RPAG, you grow with the support that fits your needs and teaches you how to harness the power of the RPAG Platform. We align our product, technical, and strategic expertise to your needs.
Your dedicated RPAG Customer Success Manager will guide you through our comprehensive Milestones Program(TM), helping you in every aspect of RPAG so that you can hit the ground running and selling more.
And even once you’re up and running on RPAG, the RPAG Customer Success Team can provide one-on-one training so your entire team is full trained, have all your plans integrated with the system, and getting full value out of the Platform.
Initial Setup
Account Setup, Firm-level structure, Branding and templates and PAL Data setup
Proactive Training
Welcome Call, Structured Check-Ins, Milestones and Annual Calls
Reactive Support
Email and Phone Line and Direct access to tech, investment, ERISA, sales support and more
Practice Management
Dedicated Customer Success Team, Problem Solving and Hiring/Staff Training Guidance