Tech Enhancements - December 5, 2024

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

• Plan Details Page
  • An enhancement has been made to the layout and data to the benchmarking data and strategy equivalents when executing a Returns Analysis from the Scorecard menu.
• Fund Fact Sheets
  • Fund fact sheets now generate seamlessly, ensuring reliable and efficient report creation.
• Expense Comparison
  • The Expense Comparison report module delivers precise and accurate results for enhanced reliability.
• Provider Analysis/B3
  • The Copy TPA functionality has been enhanced for a more seamless experience.
• FIR
  • The PlanFees report module maintains consistent formatting, with flags remaining steady in Step 2 Considerations, even when investment sources or products are updated, ensuring an elevated user experience.
• Style Box
  • The Strategy Equivalent checkbox functionality has been restored, improving customization.

Enhanced Features and Capabilities

• Provider Analysis/B3
  • The training video link for bidder responses has been updated for more relevant guidance.
• Advisor Compensation
  • Asset-based tiers can be added manually or by uploading a template, streamlining setup in the Advisor Compensation section on the Plan Details page.
• BD Dashboard
  • A new Company Alias column has been added to sub-reports under the Plans tile, offering better organization and insight.

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