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
- Provider Questionnaire
- Completed questionnaires now consistently display as complete, providing accurate data representation.
- Returns Analysis:
- Strategy Equivalent disclosures have been thoughtfully aligned for enhanced readability and clarity
- Meeting Agenda
- Time zone display no longer includes "Standard" designation during daylight savings time, ensuring precise scheduling
- Output now correctly reflects selected attendees in the report builder, offering accurate meeting summaries.
- Advisor Compensation
- Updates to the advisor compensation card on the plan details page are now seamlessly integrated into the short fees tab
- Note: Short fees remain distinct from other areas on the plan details page to provide focused integration with PlanFees
- Company Admin
- Service and Sales Consultant tabs are functioning smoothly, providing easy access to relevant information
- Duplicate client names have been resolved, ensuring a streamlined and organized client list
- Enhanced search functionality enables efficient browsing through the entire client list, particularly beneficial for companies with large client bases
- FIR
- Considerations step now promptly displays recommended funds, optimizing the user experience
- For existing templates:
- Returns Analysis fund selection is now resolved
- Strategy Equivalent option can be successfully deselected if desired
- Scorecard
- The fund order has been adjusted, ensuring an improved and logical arrangement
- FIR
- Fund order is now accurately adjusted, and page break formatting is refined for improved report aesthetics
- Returns Analysis:
- The resend bid function is fully restored, providing effortless bid management
Enhanced Features and Capabilities