Retirement Plan Advisory Group™ (RPAG™) Integration
RPAG offers a retirement practice management solution. Because retirement plans are a significant component to some advisor practices, the integration between Redtail and RPAG would be a significant administrative time saver on setup (RT to RPAG for new clients) and ongoing management. I encourage RT to review RPAG solution for potential integration.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Justin Boren commented
I agree with this! An integration between RPAG and Redtail would be great for workflow, notes, and client data.