Tech Enhancements - February 15, 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

• Meeting Agenda

  • Experience improved customization with the retention of custom section order selections, ensuring seamless organization and efficiency.

• Fund Fact Sheet

  • Disclosures no longer overlap, providing a more coherent and clear display of information.

• Provider Analysis

  • Gain greater flexibility with the ability to edit plan details when generating reports for start-up plans, empowering users with enhanced control and customization options.

• Advisor Compensation

  • Maintain consistency and precision in timing choices to provide users with a more dependable and seamless experience.

• FIR

  • All funds now receive appropriate focus list considerations, enhancing the effectiveness of decision-making processes.

  • In order to improve clarity, the "Portfolio Allocation Reporting" module has been renamed to "DB Portfolio Allocation Reporting".

• Fund Lookup
  • Dead funds no longer appear first when searching for specific asset classes ensuring a more efficient search experience and optimized usability.

• Rollover Ready

  • In order to provide users with a more reliable and accurate way of receiving financial insights, any irregularities have been resolved in total current plan cost calculations. 

• RFP Express
  • Formatting within previously submitted quotes has been enhanced and improved to ensure a seamless viewing experience for existing reports.

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