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
- Fund Lineup
- Users can clear investment product and source options when the current source and product are inactive, ensuring a seamless lineup update process.
- My Fund Menu
- The Fund Mapping tool's Investment Source and Product dropdown displays all appropriate options for accurate mapping.
- PAL
- The PAL summary has an enhanced display, providing clean and accurate updates.
- Provider Questionnaire
- Users can upload and retain up to 10 documents within the questionnaire, streamlining document management.
- Expense Comparison
- We've enhanced the weighted net investment cost calculations to provide a more optimized report experience
- Search Bar
- Search results reflect the correct count for each result type, ensuring reliable navigation.
Enhanced Features and Capabilities
- FIR
- Terminated plans display the message: “This plan is terminated. To change plan status to active, click here,” offering clear guidance for status updates.
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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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