Tech Enhancements - August 4 2022

RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.

  • Client Search Bar
    • Search tool now finds all BD accounts
  • FIR
    • CITs and TDFs are now being efficiently mapped in the Fund Mapping section
    • Documents with embedded security will now be allowed to be uploaded in reports
      • You'll still be unable to upload password protected documents
  • WellCents
    • You can now disable the WellCents Marketplace in the company settings and this service will not display for those users
  • Advisor Reports
    • “Assets As of Date” and “Company Name” have been added to Funds by Plan output
  • WellCents
    • Ability to skip WellCents Assessment has been added.


Looking for more information?

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