Tech Enhancements - April 13 2023

At RPAG, we are committed to providing you with the essential tools and abilities to support your business growth. Our dedicated team is here to assist you in achieving success. To ensure that you stay up-to-date with the latest updates, added features, and technological improvements, we will notify you promptly. Detailed notes on the changes or updates can be found below.

Improved Features

• Client Servicing
  • Editing a service now maintains the same number of "reports to create"
• RFP Express
  • Advisory fee now displaying on provider quote emails
  • Custom text showing in “Notify Advisor” email
• Meeting Minutes
  • Deleting a Meeting Minutes report will now remove associated To-Dos
• Advisor Reports
  • Roth response in Plan Design now shows correctly within Advisor Reports – Plan Details/Plan Design
• FIR
  • Phantom funds no longer showing within reports with Strategy Equivalents
• Strategy Equivalent
  • Strategy Equivalent displaying correct shading and asset amount while present within a report
• Fund lookup
  • We've improved the usability of our Fund Lookup feature by increasing the size of the preview hover icons. This enhancement provides better visibility and ease of use, allowing our clients to quickly and easily find the information they need
• Plan Details
  • We have added a cancel option for provider emails to both the Plan Design and Fee card. This provides greater flexibility and control over communication, helping our clients stay organized and efficient in their interactions with providers

Enhanced Features and Capabilities

• FIR
  • We have added mapping strategy descriptions to the Considerations Step, providing you with even more valuable information as you navigate their investment decisions
  • Removed PlanFees footer from FIR report, this update provides a cleaner and more streamlined report
• RFP Express
  • We have made significant improvements to our provider quote emails, which are now triggered by proceeding to the compare quotes page. This update streamlines the process and ensures you receive accurate and timely information
  • Removed the “lock” feature on the quote comparison screen
  • TPA quotes/grids now have the asset charge and tiered scale present, this provides greater transparency and clarity, enabling you to make informed decisions based on accurate and comprehensive information
    
• Fee Card
  • New simplified fees tab has been added to the Fee card within Plan Details
• Strategy Equivalent (SE)
  • We have added the ability to add or remove Strategy Equivalents to reports, which are now added by default. This update provides greater customization options, enabling you to tailor your reports to your specific needs and preferences
  • Our team has also added Strategy Equivalents to the Scorecard with underlying funds
• Plan Details
  • Added ‘Pooled Employer Plan (PEP)’ to the Plan Type dropdown within Plan Details
• Company Admin Section
  • We have added the ability to batch add a service plan template to service plans, with a new section called "Service Plan" located under Settings on the company admin page. This enhancement streamlines the process and enables you to quickly and easily implement changes to your service plans
  • Our team has also added a user onboarding wizard to help our clients add provider contacts to plans. The tool is called "Manage Provider Contacts" and is located under Settings
• Client Details
  • Added “Non-Committee Member” and “Other” contact types to the client contact section of the client details
• Provider Analysis
  • Added the PlanFees report option to the provider analysis
• Client Advocacy
  • Added the Client Advocacy report to the manage template area
• Meeting Minutes
  • Added additional Market Summary and Legislative Update sections to the Meeting Minutes report