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RPAG for Asset Managers

For asset managers driving retirement distribution and advisor adoption

Strong products do not guarantee visibility (or success) inside advisors’ decision workflows. Evaluation processes vary widely. Firms evaluate data in different ways. RPAG creates a consistent environment in the places and moments where retirement plan investment decisions actually happen.

Where distribution gets blocked

Advisors review funds using different datasets and screening tools

Product positioning changes depending on the evaluation environment

Feedback loops from advisor decisions remain inconsistent or incomplete

Adoption cycles extend, even for competitive strategies

This environment feels familiar. It also limits clarity and slows growth.

What changes with RPAG

Funds appear within a consistent and trusted analytical framework

Advisors access standardized, reliable product data during plan design

Evaluation criteria become transparent and repeatable

Distribution teams gain clearer insight into advisor behavior

RPAG structures the decision environment. It does not promote specific funds, but it ensures they are assessed and scored consistently, completely, and fairly.

Platform credibility

$1.3T+ retirement assets represented*

Thousands of advisors using RPAG in their daily workflow for hundreds of thousands of plans and tens of millions of participants

Coverage across broker-dealer, RIA, and institutional channels

* as of December 31, 2025

Explore Partnership Options

Learn how asset managers currently engage with and benefit from the RPAG platform.