Alternatives to RPAG
RPAG (Retirement Plan Advisory Group) sells a technology and membership program to advisors who consult on workplace retirement plans. It also sells to broker-dealers, RIAs and aggregators that support such advisors, and works with recordkeepers, third-party administrators and asset managers. Read the RPAG profile.
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
FinMason
Investment and risk analytics API for asset managers, wealth firms and insurers
- Asset managers
- RIAs
Data & researchCustom quote
Wilshire
Indexes, investment analytics and model portfolios for institutions and advisors
- Broker-dealers
- RIAs
- Family offices
- Asset managers
Data & researchCustom quote
CFRA
Independent equity, fund and ETF research and data for wealth firms
- Broker-dealers
- RIAs
- Banks and trust companies
- Family offices
Data & researchCustom quote
Oxford Risk
Behavioural risk profiling and suitability software for wealth managers and advisers
- RIAs
- Banks and trust companies
- Asset managers
Data & researchPer seat
AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
Capital Preferences
Behavioral client discovery and preference profiling software for wealth managers
- RIAs
- Asset managers
Data & researchCustom quote
Clarity AIIn the news
Sustainability and ESG data platform for investors and wealth managers
- Asset managers
- Family offices
- Banks and trust companies
Data & researchCustom quote