How to Conduct Fund Research | 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

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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How to Conduct Fund Research

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