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
- In the portal menu, "Wise Rhino Firm Valuation" link has been added to the Practice Management section.
WellCents
- Email Notifications
- When a new action item has been added, the "action item" notification will be sent.
- Advisor contact information is included in "Thank You" email.
- Advisors will receive a notification/email if an event or scheduled meeting is cancelled.
- If there is a scheduled event or meeting coming up, a 24 hour reminder notification/email will be sent to the advisor and participant.
Improvements
- Batch Reporting
- Clients that have CUNA selected as a provider are now appearing in batch reporting
- Advisor Reports
- Fund reporting is now showing blended scores for group series funds
- Provider Portal
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- Data Security Questionnaire is able to upload a document that is 20 MB or less.
- Provider Analysis
- Generated report will generate 401(a) Discrimination Test question with selected answer
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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.
