Welcome to the latest updates and improvements to the RPAG platform! Our goal is to provide you with the essential tools and support you need to grow your business. Our dedicated team is always working to enhance the platform and keep you up-to-date with the latest features and technological advancements. We are excited to share the following changes and improvements, which are designed to streamline processes, offer more flexibility, and provide a more polished and professional experience for users. Please see below for detailed notes on each update.
Improved Features
- Returns Analysis and Peer Group Analysis
- Non-Scoring Allocation Funds and I Share Funds are reflecting returns, increasing efficiency and usability.
- Provider Analysis
- The TPA selection remains intact when switching from the bundled to the unbundled option, ensuring seamless transitions.
- BD/RIA Accounts
- Adding client contacts from BD/RIA accounts is functioning smoothly and efficiently ensuring an optimal user experience.
- WellCents
- The WellCents Dashboard provides comprehensive information, including the current status of participants, scheduled and completed activities, average scores, and WellCents Client Count, accessible directly from the main menu.
Enhanced Features and Capabilities
- Benchmarks
- Money Market and Stable Value Funds feature benchmarks, enhancing analytical capabilities.
- Advisor iQ
- A historical reporting option has been added to the AUM tile under Advisor iQ for all users, offering deeper insights into asset management performance.
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Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
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