Elite Advisors
Institutions
Service Providers
Elite Advisors
Elite advisors prefer RPAG since it provides them with everything they need to be successful. Starting with our high-tough training and support, advisors rely on RPAG to be there for them and answer any of their questions. Our Custom Solutions give advisor the unique differentiators they need to set themselves apart and highly competitive business. As for technology, our robust Advisor Portal is recognized the industry’s premier platform.
- RPAG Advisor Portal
- Investment Scorecard System
- Live-Live-Bid RFP
- Proposals
- PlanFees Fee
- Benchmarking
- Fiduciary Fitness
- Program
- TDF Analyzer
- Advisor IQ BI
- Dashboards
- Stable Value Analyzer
- Video Learning Center
- Resource Center
- Tasks & Workflows
- WellCents Financial
- Wellness
- Fiduciary Briefcase
- Rollover Analyzer
Institutions
Whether your a large broker dealer, boutique BD, or Aggregator RIA, you need business intelligence and compliance oversight so you can increase revenue. With RPAG’s Enterprise Services your home office has access to a highly-customized version of the RPAG Platform providing you with data aggregation, powerful tools and high level service to help transform your your retirement practice.
RPAG can help you accelerate growth through retirement plan consulting, giving your compliance team peace of mind, and putting industry leading systems and solutions into the hands of all your financial professionals.
- RPAG’s Enterprise IQ Platform
- Data Aggregation
- Compliance Oversight
- Sales Desk Tools
- Rollover Analyzer
Service Providers
Recordkeepers and Fund Managers partner with RPAG to ensure that your products, platforms and funds are accessible and accurate for our Elite Advisors. Providers also use RPAG reports for their internal research, marketing and value-add programs helping advisors grow their practices.
- PAL Data Integrations
- Investment Scorecard System
- PlanFees Prism Fee
- Benchmarking
- PlanFees Prism365 Advisor
- Fee Benchmarking
- Stable Value Analyzer
