Tech Enhancements - January 4, 2024
Published by
RPAG
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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.
Security Updates
- The RPAG Portal has received thorough security updates, strengthening the system with the latest measures to safeguard all your data without changing your user experience.
Improved Features
- RFP Express
- To ensure a more streamlined and effective experience, we simplified the process to remove an unused Sample RFP Express provider from active user reports.
- Batch Considerations
- Rather than having multiple fund recommendations appear in the considerations step of the FIR, we now only have the most relevant and intended recommendations shown resulting in enhanced accuracy.
Enhanced Features and Capabilities
- Red Error Message
- To refine your user experience, we've removed red errors anywhere unnecessary, leading to a noticeable reduction in error messages while navigating the site.
- Additionally, for instances where errors may still occur, but do not impact site usability, we've introduced a subtle text change to present the information in a less alarming manner, ensuring a smoother interaction with the platform.
- To refine your user experience, we've removed red errors anywhere unnecessary, leading to a noticeable reduction in error messages while navigating the site.
- RPAG Fund Clean Up
- We have executed a sitewide query to remove any inactive funds from the system resulting in a more reliable and precise display.
- FIR
- The PlanFees Prism module that previously only contained PlanFees Prism reports has now been renamed with a more inclusive title, PlanFees Report.
- We have upgraded this module to allow selections of both PlanFees Prism reports and Prism 365 Advisor Fee & Services Benchmarking reports generated through the PlanFees tool within their FIRs.
- The PlanFees Prism module that previously only contained PlanFees Prism reports has now been renamed with a more inclusive title, PlanFees Report.
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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!
