Tech Enhancements - July 13 2023

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

• Strategy Equivalent
  
  • Improved functionality as the Scorecard shortcut now includes strategy equivalents
  • Formatting enhancements made to Investment lineups when strategy equivalents are present 
• Meeting Minutes
  • Experience enhanced accuracy as Per Participant Cost no longer duplicates
  • The Demographics section now shows the As-of-Date information
  • The Administrative Review section displays in the report builder
  • Report templates now displays the current Scorecard Methodology
• Resource Center
  
  • Special characters can now be used in file names, allowing for more flexible and descriptive naming
  • Keywords are now searchable, enabling efficient search functionality for Resource Center files
• FIR
  • Plan Dashboard Summary
    
    • Weighted Expense Ratio now rounds, ensuring accurate and precise calculations
• WellCents
  • Meetings now successfully auto-complete after 24 hours, providing better automation and efficiency
• Company Admin
  • Service Plan and Fiduciary Briefcase tab visibility has been restored for improved accessibility and management
• Meeting Agenda
  • Report name formatting has been improved for enhanced readability
  • Special characters can now be used in report names, allowing for more descriptive and customizable report naming
• Advisor Reports
  
  • Fund Performance Snapshot report download has been enhanced, ensuring seamless and reliable access to the report

Enhanced Features and Capabilities

• Strategy Equivalents
  • Asset Class Review now showcases strategy equivalent scores, providing comprehensive evaluation and insights
  • Improved clarity and understanding as strategy equivalent scores now display with asterisks for Provider Analysis and Custom Models outputs, facilitating easier identification and analysis

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