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
- Provider Contact
- Provider contact information saves and displays instantly on the client page without the need for a refresh, improving speed and efficiency.
- Service Plan
- The "Last Presented" date has been enhanced when saving, ensuring clear and reliable tracking.
Enhanced Features and Capabilities
- FIR
- The "Eliminate and Map" option now includes a customizable recommended group series assets text box.
- Note: This feature applies exclusively to group series, allowing users to tailor asset totals for each fund in the series for added flexibility.
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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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