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
- Meeting Agenda
- Attendees can now be seamlessly removed, providing more flexibility and control over meeting agendas.
- TDF Analyzer
- The presenter feature integrates smoothly into the report builder, enhancing the user experience.
- BD/RIA
- Client contacts can now be added to BD/RIA admins effortlessly, improving administrative capabilities.
- Plan Details
- By ensuring a Record Keeper is chosen before a TPA, the selection process has been streamlined, elevating accuracy and ease of use.
- Style Box
- Group series now display their blended scores in the output, offering a more comprehensive view.
- PlanFees
- Fee recalculation functionality has been refined, ensuring accurate financial assessments.
- Company Admin
- Platform services are reliably retained, improving consistency and user confidence.
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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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