RPAG doesn’t "dabble" in technology for retirement practices. Our Practice Management Portal™ seamlessly connects the systems you need for client and prospect management with a retirement plan data warehouse. We designed, built, tested and re-tested every single one of those systems, which scale to your unique business needs and goals. So when you call for help, you don’t get a robo-assistant. You get an actual person who can teach you something new about the technology you’re going to use every day of your life.
Scorecard System™ provides a proven process to research and evaluate fund managers and investment strategies through an easy-to-understand, 10-point scoring system.
B3 reduces the time to create meaningful reports by 90 percent.
Direct your clients to www.fiduciarybriefcase.com or add the login widget to your own website.