RPAG | Industry Trends and Technology News

Tech Enhancements - July 8, 2021

Written by RPAG | Jul 7, 2021 7:00:00 AM

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.

  • Provider Analysis now reflects conversion fee in Admin Fee Detail output. In addition, the Admin Fee detail output page if a value is listed as 0% or $0, the output shows N/A rather than a value.

  • Notification Center is now populating notifications and showing alerts for new notifications.

  • You will have the ability to stay organized by sorting To-Dos in the columns.

  • Information provided in the LDI Glidepath will now be in order in the output.

  • Batch reporting output formatting will have improved asset allocation funds in the consideration section.

  • TCAs are now in order by asset class for allocation funds. Within an asset class, the funds are in alphabetical/numerical order.

  • Within the TDF Analyzer, flexPATH iShare and rShare group series functionality has been updated so that designated funds will populate in the correct producer groups.

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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.