Solutions for broker-dealers, aggregator RIAs, and other enterprise teams
RPAG is dedicated to supporting your enterprise’s goals for growth, operational effectiveness, and risk management.
Where enterprise-scale advisory organizations break down
Institutions face many challenges in supporting business growth and operations at scale.
Fragmented tools and inconsistent processes make it difficult to standardize firmwide practices.
Compliance risk grows when advisors use disparate data sources, benchmarking methodologies, and decision-making practices.
Limited home office visibility complicates efforts to track engagement, compliance, and business health across a large, distributed advisor force.
Advisor productivity plateaus as client service and growth efforts are stifled by manual processes, data issues, and redundant administrative tasks.
What changes with RPAG
RPAG delivers a centralized, connected, and customizable operating system purpose-built for the retirement plan advisory practices.
Home office oversight and reporting. Dashboards, batch reporting, real-time plan and advisor data, and configurable access give your leadership the command-and-control instruments they need.
Consistent fiduciary frameworks designed to minimize risk exposure. RPAG’s investment scorecards, due diligence documentation, and fiduciary tools help ensure your advisors follow a defensible, documented process.
Data and technology infrastructure that scales. Automated data feeds, API connections, and AI tools eliminate manual data management for your advisors and home office. Leveraging our scale as part of the Great Gray Group, we constantly reinvest in our technology so you can deploy your own development resources to other mission-critical efforts.
Exclusive investment access. With access to exclusively priced CIT share classes, your advisors gain a clear competitive advantage that helps them win new plans.
Many of the nation’s largest broker-dealers and aggregator RIAs rely on our scale and solutions to power their growth and operations.
$0T
assets under influence
0+
plans served
0M+
participants supported
(data as of December 31, 2025)