Business Intelligence: Unique Differentiators
The Advisor IQ™ dashboards aggregate retirement plan and asset data for every client in your book of business, giving you compliance and data oversight.
Additionally, the dashboards give advisors a powerful workflow management and practice management platform that helps increase sales and firm-wide profitability.
The dynamic dashboards include:
- Assets Under Management
- Clients & Plans
- Upcoming Meetings & Tasks
- Firm Revenue
- Prospect Pipeline
- Fund Utilization
- Play Types
- Provider Usage
- Plan-Level Services
- Client Deliverables
- Data Feeds
- And more!
Advisor IQ works in conjunction with RPAG’s data integration service, Plan Asset Link (PAL), to gather plan-level data from over 100 service providers, as well as RPAG’s entire suite of investment, fee benchmarking, target date suitability, stable value comparison, plan design, provider analysis, and client management systems.