RPAG Advisor Portal

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 key differentiator of RPAG. Running an investment review in the RPAG Portal is simple and can be taught in minutes. Thousands of hours have been devoted to designing the system’s user interface, making the fund change process in RPAG easier than any other platform. Not only is RPAG simple to use, but it also offers a wide range of flexibility in building reports. Because our data is interconnected at a client level, adding fees, designs, or educational materials to a report is as easy as a drag and drop of your mouse.