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.
Enhancements
- Meeting Minutes
-Scorecard Methodology – Short selection enhancement.
-Ability to save Meeting Minutes directly to Fiduciary Briefcase.
- Editing Prospects
- Fund Fact Sheets
- Fund Lookup – enhanced filter for Socially Responsible funds.
- WellCents
-Ability to delete an outside advisor after selection is restored.
-Advisor Consulting tab to display "Last Week" meetings.
-Group meetings added to participant Excel export.
-Registered data assessment completion date added to participant Excel report.
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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.
