Tech Enhancements - January 18, 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

  • Plan Lineup
    • When exporting the lineup, Strategy Equivalent scores are accurately displayed, enhancing the precision of data presentation.
  • Resource Center
    • We've reinstated the capability for Premium Marketing members to upload documents, ensuring a more seamless experience.
  • FIR
    • The Asset Class Review report module now dynamically highlights in red when no funds have been selected, providing users with instant visual feedback for improved decision-making.

Enhanced Features and Capabilities

  • Meeting Minutes
    • Experience increased flexibility with the newly added ability to effortlessly reorder attendees on the Meeting Minutes output, streamlining your reporting process.
  • Strategy Equivalent
    • To enhance the Summary FIR module on the Plan Dashboard, Strategy Equivalents have been smoothly integrated, offering users further insights.


Looking for more information?

Contact the RPAG Support Team at to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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