Tools & Technology
NAPAFIRMPARTNERS
Chicago, IL • thewealthpool.com
Aliso Viejo, CA • rpag.com
RPAG
The Wealth Pool
Key Contact(s)
Key Contact(s)
Jesse Taylor 949.305.3859 • jesse.taylor@rpag.com Veronica Lee 949.305.3859 • veronica.lee@rpag.com Luke Vandermillen, Jr. 949.305.3859 • luke.vandermillen@rpag.com
Ed Lamark 312.404.5577 • ed@thewealthpool.com Troy Tarr 312.307.2565 • troy@thewealthpool.com
Firm Profile In Business Since: 2004 Since 2004, RPAG has inspired retirement plan advisors and institutions to reach their highest potential. RPAG’s exclusive alliance of more than 2,000 independent retirement advisors and institutions leverage the platform’s technology, systems, training and resources to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Collectively serving over 120,000 plan sponsors representing more than $1.25 trillion in assets, RPAG members are recognized as the leading association of independent retirement advisors. Learn how you can leverage RPAG’s innovative technology and best practices to run a more efficient, profitable and scalable retirement plan advisors practice. Visit RPAG.com
Product / Service Category Advice/Guidance, Administrative Services, Consulting/Plan Design, Software, Other
Product / Service Description The RPAG platform helps advisors and institutions with operational efficiencies, scalable solutions and building unique differentiators. Key benefits include: • Scale your business with the comprehensive advisory platform available • Efficient investment analysis and recommendation process using the Scorecard System • Live-bid Provider Analysis & RFP system • Data integration with every top provider • Predictive analytics through Advisor iQ and Enterprise iQ dashboards •Next-gen TDF analysis and suitability • Stable Value Analyzer compares 50+ cash equivalent investments • Custom-built CITs, TDFs and Turnkey Solutions •Proactive practice management and business consulting • Live, virtual, and on-demand training programs • Fiduciary Education, Content Marketing, Sales Support, 5500 Search, Advisor Compensation Calculator, Document Vault and more
NAPABLACKBOOK2023
Firm Profile In Business Since: 2021 The Wealth Pool (TWP) is an online, self-directed financial planning tool that collects, cleans, and organizes “pools” of household data to help consumers with their cash flow and household spending. TWP empowers advisors to lead with financial planning, save time and help bridge Retirement and Wealth. We generate a range of FICO-like scores on participant households for partnering advisors to identify their ideal prospects and drive conversions for advanced planning, wealth management and other advisory services.
Product / Service Category Software, Other
Product / Service Description TWP helps participants gain confidence, clarity, and control over their finances. TWP • Guides participants to take a complete inventory of their current finances • Presents easy-to-use Goal and Life Event planning modules • Provides insightful feedback through aggregated and anonymized data Participants • Get their financial houses in order and keep it there • Get a handle on spending and automate expense management • Break the stigma of talking about finances and learn from others through data TWP identifies an advisor’s best prospects for wealth management and other financial services. TWP • Offloads time-consuming data gathering and financial planning to participants • Sets the table for meaningful one-on-one consultations • Bridges Retirement and Wealth for advisors Advisors • Promote their brand and services at scale • Identify their ideal prospects through simple scorecards • Monetize participants beyond the “F” services – fees, funds, fiduciary
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