RPAG
Technology platform for retirement plan advisors and their firms
Aliso Viejo, CA, USFounded 2004Part of a larger companyrpag.com
What it does
RPAG (Retirement Plan Advisory Group) sells a technology and membership program to advisors who consult on workplace retirement plans. It also sells to broker-dealers, RIAs and aggregators that support such advisors, and works with recordkeepers, third-party administrators and asset managers.
The platform covers investment due diligence through a proprietary scorecard that ranks funds, plus analyzers for target-date and stable value funds. Its Prism tools benchmark investment, recordkeeping, administrative and advisor fees, and RFP Express collects quotes from recordkeepers for side-by-side plan comparisons. Plan Asset Link (PAL) pulls plan assets, revenue-sharing figures and fund changes from recordkeepers each month. Fiduciary governance features include investment policy statement templates and meeting documentation, and Advisor iQ dashboards summarize a practice's plans, revenue and pipeline. The site lists CRM connections among its integrations.
RPAG was founded in 2004 and is based in Aliso Viejo, California. It is part of Great Gray Group. Membership comes in Bronze, Silver, Gold and Institutional tiers; the pricing page does not list tier prices but shows some add-ons at $300 per quarter.
Best for
- Serves
- RIAs, Broker-dealers, Asset managers, Retirement plans
Pricing and deployment
- Pricing model
- Tiered
- Published pricing
- Bronze, Silver, Gold and Institutional membership tiers (tier prices not listed); add-ons such as the Live-Bid RFP System and Fiduciary Briefcase Vault at $300 per quarter and the 5500 Search Tool at $100 per quarter
- Deployment
- Cloud
Coverage from The Daily Network
Full coverage recordDeals and milestones
Deal Tracker- LaunchRPAG · Aboon · Edward Jones
Other Data & research vendors
All alternatives to RPAG
Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
Koyfin
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote