RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.
Enhancements
Advisor Compensation
- All exportable excel fields are no longer mandatory for successful upload
Custom Models
- You will now have the ability to calculate the performance/returns of custom models added
Fund Change Notices
- Provider notices section added to client details page
- Provides a template for members to use to announce fund changes
Fund Fact Sheets
- Downloadable fund fact sheets are updated so you get the most accurate information
Notes Section
- New notes section added to client details page with the ability to assign tasks
Prospects
- Saving you time, the Advisor of Record selection is no longer mandatory when adding a new prospect
Provider Analysis
- New TPA flow
-Copy TPA functionality
-Output changes
-TPA Admin Fee Detail page
-TPA Service Details
-TPA Questionnaire
-TPA Why We Win business page
WellCents
- Number of allowed advisors per business code increased to 15
- New WellCents app/dashboard enhanced/question workflow shortened
Bug Fixes
- Provider Analysis fund mapping displaying blended score
- Provider analysis rounding issue corrected for zero fee scenario
- Fiduciary Briefcase widget updated for user email field
- To-Do list area fixed to sort across all pages
- Portfolio Allocation Management saves on each tab
________________________________________
If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.
