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Otto is Now Better, so Retirement Plan Advisors Can Work Smarter

July 28, 2026 | RPAG, Tech Enhancements

In just its first few months of existence, Otto – RPAG’s AI-powered answer engine – has been busy. Advisors have posed thousands of questions to help them work faster and smarter. To date, Otto has successfully answered 85% of those questions. RPAG is committed to continually expanding Otto’s skillset, so it can anticipate and handle even more questions and tasks members may have … now and into the future. Today, Otto gets a substantial upgrade.

What’s New with Otto

  • Deeper access to member- and plan-level data to provide more personalized answers about plans, clients, prospects, providers, compensation, and more
  • Enhanced navigation intelligence and quick action buttons to help advisors quickly and easily get where they need to go
  • Refreshed, more interactive look and feel for a smoother user experience
  • A new home in the lower-right corner for consistent, easy access

Watch the video below to learn more about Otto’s new features.

“Automation and AI play a central and growing role in our members’ practice operations,” says Isabelle Blankmeyer, Head of Product at Great Gray Group. “Otto helps them operate more effectively, so they can focus on what matters most: serving their clients and growing their business. We’re excited about these enhancements to Otto, and we’re already planning for what comes next. In the future, we see Otto helping members run deep fund and plan analytics, digesting multiple source files to create custom reports, and executing tasks advisors are handling manually today.”

Our Approach to AI and Your Data
Our AI-powered features – including Otto – operate within the same rigorous data governance and access control protocols applied across the entire RPAG platform. Otto only references plan, client, and provider information that already exists within members’ accounts. The platform factors in what each user is authorized to see and do, based on their permission attributes. When a question requires support beyond what Otto can responsibly handle, our Service Operations team remains the backstop. Questions about how RPAG approaches AI and data? Let’s talk. Contact us today.

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