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
- Service Plan
- Larger service plans now display correctly on the output, ensuring that all details are accurately displayed. This results in increased visibility and readability.
- Style Box
- Benefit from improved accuracy and precision as funds with a Strategy Equivalent score show up correctly, giving users precise and insightful information.
- Meeting Minutes
- Client logos seamlessly display in meeting minutes, ensuring professionalism and branding consistency while improving the presentation and client experience overall.
- RFP Express
- Experience effortless reporting as RFP Express reports appropriately reflect modifications to the present administration type for active plans, ensuring data dependability and integrity.
Enhanced Features and Capabilities
- RPAG Services
- Larkspur has been added to the list of RPAG services on the company admin page, enabling consumers more options that fit their needs and expanding the range of services available.
- The wording for the PlanFees Premier Bundle has also been simplified to just "PlanFees," improving communication and clarity.
- Managed Portfolio Allocation
- The Portfolio Allocation tool's Inception Date field, which is now shown in the XX.XX% format under the Portfolio Performance and Benchmark Performance sections, provides increased visibility and comprehension, making data interpretation and analysis simpler.
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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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