Fiduciary Fitness Program | RPAG

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Getting Started with RPAG

Introduction to RPAG

RPAG - A Unique and Unrivaled Solution
RPAG Overview
Plan Asset Link (PAL)

How to

How to use Multi-factor Authenticator
How to Add/Remove Users
How to Add a Client/Plan
How to Create a Service Plan
How to Create a Custom Report Theme
How to Conduct Fund Research
How to Manage Templates
How to Create a Standalone Report
How to Create a FIR
How to Create Special Funds
How to Create a Batch Report
How to Start a Provider Analysis
How to use Meeting Minutes
How to Create a TDF Analyzer Report
How to Create a Stable Value Analyzer Report
How to Use RPAG Portal Settings
How To Use The Client Servicing Tool
How To Use My Fund Menu

PlanFees

Prism Total Fees Benchmarking
Prism 365 Advisor Fee & Services Benchmarking
RFP Express Report

Methodologies

Scorecard Overview
Scorecard Methodology - Active Strategies
Scorecard Methodology - Passive Funds
Scorecard Methodology - Asset Allocation Funds

Differentiators

Fiduciary Briefcase Overview
Fiduciary Fitness Program
Content Marketing Overview
Custom Target Date Funds - flexPATH Strategies
Exclusive Collective Investment Trusts (CITs)
Introduction to Venrollment
Your Prospecting Powerhouse | Larkspur

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Fiduciary Fitness Program

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