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Data + Analytics

Giving Advisors the
Power of Insight

RPAG puts the data you need in one place to help you streamline operations, maximize client value, and win more plans.

As an RPAG member,
you can:

Schedule a Demo

Get insights from across your practice

Track up-to-date recordkeeper data

Deliver comprehensive investment due diligence

Bring more fee transparency and accuracy

Accelerate your RFP processes

Advisor IQ: Advanced Business Intelligence

Advisor IQ dashboards aggregate key data, including:

  • Assets under management (AUM)
  • Clients and plans by type and size
  • Upcoming meetings and tasks
  • Firm revenue
  • Prospect pipeline
  • Fund and provider use
RPAG retirement analytics dashboard with fee benchmarking, proposal management, and more

Automate + Organize Recordkeeper Data with Plan Asset Link (PAL)

With PAL, you get regular, automated feeds directly from the industry’s leading recordkeepers.

Plan assets

Revenue-sharing data

Fund-change tracking

Automated Data Integrations with

0+

Leading Providers

1 Platform

Work Smarter + Grow Faster with Better Analytics

See how better data and smarter analytics can unlock your power to grow.

Schedule a Demo
an AI virtual assistant stands in for RPAG's rfp automation software and intuitive plan tools
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