Tech Enhancements - April 27 2023

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

• Plan Design Card
  • The Employer Match field no longer has the "Pay to Pay" option, making it easier to use
• Batch Reporting
  • Reports generated from templates now show the most current data available, ensuring accurate insights
• PLANavigator
  • Users can now proceed without filling out non-mandatory fields, streamlining the process and saving time
• RFP Express
  • The PlanFees average is now accurately displayed in the quote screen of the report builder, improving precision
• User Templates
  • Strategy Equivalents are now included by default in previously created templates, giving users more comprehensive information
• Provider Scorecard
  • The formatting has been optimized, ensuring that reports and documents look their best
• WellCents
  • Users can now access the InsurChoice product, offering more options and flexibility for their needs.

Enhanced Features and Capabilities

• Strategy Equivalents
  
  • Users now have the option to include or exclude Strategy Equivalents in standalone and larger reports, as well as in Fund Lookup/Fund Research across the entire site. This empowers users to tailor their analysis to their specific needs. The following areas now include the Strategy Equivalents option 
    • Scorecard
    • Returns Analysis (with/without underlying funds)
    • ESG Ratings Report
    • Peer Group Analysis (with/without underlying funds)
    • Score History
• FIR
  • The FIR has implemented Strategy Equivalent logic for the "My Fund Menu" and the "Provider Product" mapping options, enabling users to more easily navigate and analyze their data
• Quarterly Report
  • Users can now include Strategy Equivalents, giving them more flexibility in their analysis
  • The title page has been redesigned for a more polished and professional look
• WellCents
  • The company level now offers the ability to add brackets that filter advisor visibility to participants scheduling meetings by various criteria, such as Age, Income, Outside Assets, and more. This feature offers more control and customization to the scheduling process