Strategic partnerships RPAG is actively expanding via collaborations (Edward Jones partnership with RPAG and Aboon for an end-to-end retirement plan management tool). This signals an opportunity to propose joint programs, co-branded solutions, or integration partnerships that leverage RPAG’s adoption channels and advisor network.

AI driven support The launch of Otto the Auto Assistant shows RPAG’s commitment to AI-enabled advisory support to improve decision speed and client service. Sales potential exists in offering enhanced AI tooling, data feeds, and implementation services to scale advisory practices.

Digital onboarding Integration of Great Gray’s BoardingPass with RPAG demonstrates a push toward streamlined onboarding. A sales angle could emphasize digital onboarding capabilities, automation, and compliance tooling to reduce friction for retirement plan sponsors and advisors.

Marketing expansion Upcoming enhancements to Premium Marketing Packages and personalized marketing coaching indicate demand for advisory practice growth. Opportunities to upsell marketing analytics, content services, and consulting to raise advisor visibility and client acquisition.

Platform ecosystem RPAG’s focus on ratings of investment vehicles, governance, and fiduciary tooling across a tech stack aligned with cloud and analytics platforms suggests cross-sell potential for additional regulatory, due-diligence, and technology solutions to strengthen sponsor and fiduciary capabilities.