Getting Started with RPAG
Introduction to the RPAG Portal
Get ready to dive into the world of RPAG, your gateway to unparalleled retirement planning solutions. Our video education series is designed to empower you with in-depth knowledge about the RPAG platform, its unique features, and the methodologies that set it apart. In this video education series, we're unveiling the secrets of RPAG and equipping you with the skills to navigate its features seamlessly. Our experts are committed to simplifying complex concepts, ensuring you understand and excel in utilizing the platform to its fullest potential.
Course Curriculum
Introduction to RPAG
Available in
days
days
after you enroll
How to
Available in
days
days
after you enroll
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StartHow to use Multi-factor Authenticator
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StartHow to Add/Remove Users
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StartHow to Add a Client/Plan
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StartHow to Create a Service Plan
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StartHow to Create a Custom Report Theme
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StartHow to Conduct Fund Research
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StartHow to Manage Templates
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StartHow to Create a Standalone Report
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StartHow to Create a FIR
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StartHow to Create Special Funds
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StartHow to Create a Batch Report
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StartHow to Start a Provider Analysis
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StartHow to use Meeting Minutes
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StartHow to Create a TDF Analyzer Report
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StartHow to Create a Stable Value Analyzer Report
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StartHow to Use RPAG Portal Settings
PlanFees
Available in
days
days
after you enroll