The Rise of the Boarding Pass System

We explore the exciting possibilities of the future, in our enlightening session titled "Investment Innovation," Val Ferrera from Wilmington Trust takes center stage to discuss the evolving landscape of Collective Investment Trusts (CITs). One of the highlights of this session is the introduction of the groundbreaking boarding pass system. Designed to streamline the onboarding process, this online portal leverages advanced technology to pre-populate data from Form 5500 and automate the agreement signing process. With an impressive adoption rate of 25% of all Participation Agreements (PAs) now utilizing the boarding pass system, we are witnessing a significant shift away from traditional paper-based processes. The success of this innovation can be attributed to the valuable feedback we've received from advisors, which has led to continuous enhancements to improve efficiency and user experience.

Val Ferrera, Director of Sales

During this session, Val also celebrated the remarkable achievements of our esteemed asset manager partners. Putnam, for instance, recently surpassed a milestone, with their large-cap value fund crossing the $2 billion mark in assets. This accomplishment demonstrates the power of their distribution and the confidence advisors have in their offerings. Additionally, we extend a warm welcome to wealth manager, one of our newest asset manager partners. Their entry into the RPAG family signifies our commitment to embracing fresh perspectives and expanding our network of trusted collaborators.

As we journey through the world of investment innovation, we encourage advisors to leverage the expertise of our sales team. Our dedicated professionals are ready to assist with education and growth opportunities in the CIT space. By connecting with Joe, Val, or Ryan, you can gain valuable insights and stay updated on the latest industry trends. At RPAG, we believe that continuous learning and exploration are essential for success in the ever-evolving investment landscape.

Join Wilmington Trust on this exciting path of innovation as we revolutionize the CIT onboarding experience, celebrate the achievements of our partners, and foster collaboration to drive growth.


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