RPAG Portal Basics

Whether you’re new to RPAG or just need a refresher, this session will walk you through the foundational tools and features of the RPAG Portal. We’ll show you how to efficiently navigate the platform, generate core reports, and tap into the resources that can save you time and streamline your workflow.

What you’ll learn:

• How to navigate the RPAG Portal with confidence
• Where to find advisor-facing tools and marketing materials
• How to generate investment monitoring, fee benchmarking, and plan design reports
• Tips to work smarter and maximize your membership value

This is a great opportunity to build your RPAG foundation and ensure you’re taking full advantage of everything the platform offers.

Alexis Patenaude Alexis Patenaude is an Advisor Service Trainer at RPAG. She is passionate about enhancing experiences in the world of financial technology. Utilizing expertise in customer support and financial analysis at RPAG she is committed to delivering innovative solutions and exceptional service in the realm of finance and technology.

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Looking for more information?

Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

Not an RPAG Member?

Schedule a 1-on-1 Demo of RPAG today.