Tech Enhancements - July 27 2023

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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.

Improved Features

  • B3/Provider Analysis
    • Enhance your experience as custom due dates are now retained prior to/following draft template changes, ensuring consistency and saving time.
    • The dollar symbol now appears where applicable for report outputs, improving readability and understanding.
  • Advisor Compensation
    • Ensure accuracy with the requirement for combined split percentage to total 100%, providing precise compensation management.
      Any edits to advisor fees values will now be accurately reflected and displayed in short fees and the fees card, improving transparency.
  • Plan Design
    • Enjoy improved usability as the Vesting tab no longer displays duplicated years, providing a streamlined and organized view.
    • Updates now properly save, ensuring your changes are accurately retained.
  • WellCents
    • WellCents reports once again generate successfully, ensuring access to valuable insights.
  • Scorecard
    • Strategy equivalents are now included in reports run from the scorecard shortcut option, enhancing the comprehensiveness of the reports.
    • Selection scores for strategy equivalents populate when running a scorecard, providing a complete evaluation.
  • FIR
    • Scorecard now displays the total amount of assets for funds that are considered more than once, ensuring accurate assessment.
  • RFP Express
    • Resolved client name and footer formatting issues, ensuring a polished and professional output.

Enhanced Features and Capabilities

  • Strategy Equivalents
    • Enjoy comprehensive insights as strategy equivalent disclosures are now added to Custom Models and Plan Allocation by Investment Type.
    • Strategy equivalent scores are now thoughtfully included in the B3, enhancing your evaluation and analysis.
    • Streamlined reporting with the removal of the strategy equivalent checkbox option from the Considerations in the FIR report builder.
  • B3
    • Experience improved reporting options with the addition of the ESG Rating report option to batch reporting, enhancing your reporting capabilities.

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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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