At RPAG, we are committed to providing you with the essential tools and abilities to support your business growth. Our dedicated team is here to assist you in achieving success. To ensure that you stay up-to-date with the latest updates, added features, and technological improvements, we will notify you promptly. Detailed notes on the changes or updates can be found below.
Improvements
- Scorecard/Returns Analysis with CIT Equivalents
- CIT Equivalents scores populating for select allocation funds
- Batch Reporting
- Scorecard with CIT Equivalents report option now available
- Returns Analysis with CIT Equivalents report options now pulling in all available data
- FIR
- ESG Rating and ESG Methodology have been distinguished as separate entities
- Asset Class Reviews reports are now accessible for non-scored flexPATH funds, provided that the respective strategy equivalent Fund is scored
- Duplicated funds are no longer displayed in the Style Box
- Provider Analysis
- Provider logos displaying correctly on Provider Narrative
- Company logos are now visible on Cover Page
- Service Plan
- Modifications to the order of services will now be saved correctly and reflected accordingly
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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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