RPAGIn the news
Technology platform for retirement plan advisors and their firms
- RIAs
- Broker-dealers
- Asset managers
- Retirement plans
Data & researchTiered
Proposal generation
Investment research and analytics, risk profiling, market data and proposal generation.
Showing 5 of 5Most complete profiles first, then A to Z
BondWave
Fixed income portfolio and trade analytics for wealth firms and RIAs
- RIAs
- Asset managers
Data & research1 integration
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & research8 integrationsFree tier, paid plans
Quantifeed
Digital wealth management platform for banks and brokerages
- Banks and trust companies
- Broker-dealers
Portfolio management1 integrationCustom quote
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & research12 integrationsPer seat
Proposal generation: questions to ask before you buy
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Proposal generation in the news
- Koyfin
55ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs
- RPAG
Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income
- RPAG
WealthManagement.com column tells advisors to judge wellness tools by cross-benefit decisions
- RPAG
Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool
- RPAG
Edward Jones plans 2027 release of AI workplace retirement plan tool
- YCharts
SEC examiners want your AI governance on the record