Tech Enhancements - February 18, 2022

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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

  • Updated appearance of the Meeting Agenda
  • “Save as Template” button has been added to the bottom of Meeting Minutes
  • Portfolio Allocation Management has been renamed to "Managed Portfolio Allocation"
  • Users now have the ability to select their work location/address

WellCents

  • Dashboard
    • The client specific WellCents Dashboard can now be accessed from the Employee Service dropdown located at the top right of the client page
    • The aggregate-level WellCents Dashboard provides an overview of a user’s WellCents clients and participants and can be accessed from the Financial Wellness area of the Main Menu
    • The Dashboard contains data pertaining to the view (overview or client-specific, depending where it is accessed from) with the ability to download information regarding WellCents participants, meetings, score averages, etc.
    • The bottom portion of the Dashboard features all familiar WellCents areas (Meeting Scheduling, Business Codes, etc.) conveniently placed together

  • The new Meeting Scheduling area has been separated into three separate tabs when creating/organizing a meeting
    • The Basic Meeting Info tab is where general meeting information is inputted
    • The Advice Meeting Planner tab features a new scheduling bar with horizontal scrolling to select available meeting times
    • The Comments and Notes tab is for internal notes and notes for the participants

Improvements

  • Ability to save a WellCents meeting with an “&” symbol in the title
  • In a Provider Analysis, the AUM (Assets Under Management) part of the Service Provider Narrative page, is generating values
  • CSUIPS are now displaying correctly in the FIR
  • Employee Advice Report (WellCents Report) score history is functioning and the corresponding page is generating
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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.
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