Tech Enhancements - August 24 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

• Rollover Analyzer
  • The RIA/BD dropdown menu is now tailored to each user, displaying only relevant options. This customization is based on the user's company page inputs, ensuring a more focused and personalized experience.
• RFP Express
  • Consistent Lineup Display: The lineup section in output reports now consistently showcases content, enhancing the clarity of information.
  • Flexible Title Generation: When creating a title using the RFP Express report builder, RPAG now allows all symbols, this update provides creative freedom and more descriptive titles

Enhanced Features and Capabilities

• Batch Reporting
  • Clear Report Statuses: New report statuses have been introduced to provide clearer insight into the progress of batch report processing.
    
    • "In Progress" status indicates when a report is still being built, ensuring transparency about the ongoing process.
    • "Scheduled" status updates once a report is queued after selecting scheduling and setting a date.
    • "Generated" status is assigned when reports within a batch are ready for downloading, ensuring an organized workflow.
• Strategy Equivalent
  • Comprehensive Integration: Strategy Equivalents are now seamlessly incorporated into both the Summary of Considerations and the Considerations modules within the FIR, enriching the depth of analysis and insights.
  
  

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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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