Tech Enhancements - June 2 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

• Support Activity
  
  • Company Contacts now proactively capture companies that don't have a staff assigned, ensuring comprehensive coverage and support
• Scorecard
  
  • Strategy Equivalents are now included within the Scorecard, providing a comprehensive view of expenses and strategies in one place
  • Strategy Equivalents now displays after deselecting Allocation and Selection, ensuring consistent and reliable information
• Fund lookup
  
  • Strategy Equivalents are now showcased as individual funds when the CIT and Strategy Equivalents are present in the search results, offering more detailed insights
  • Apostrophes have been removed from export to Excel reports, enhancing the readability and usability of the exported data
• Provider Analysis
  • Provider bidding links no longer appear after a report has been deleted, ensuring a clutter-free and seamless user experience
  • TPA fee calculation for Empower and Voya bidders has been enhanced, ensuring accurate and reliable calculations
• Meeting Minutes
  • Contacts now populate under "Non-Committee Attendee" when no contact type was selected, ensuring comprehensive record-keeping and organization
• RFP Express
  • Text changes have been made to the report output, enhancing the clarity and effectiveness of the information presented
  • Provider email now display all relevant information sent to the advisor, facilitating better communication and understanding
• Provider Portal
  • RFP Express Notifications no longer appear for provider portal RFP Express contacts, streamlining the notifications and focusing on relevant information.

Enhanced Features and Capabilities

• Strategy Equivalents
  
  • Strategy Equivalents have been added to the Style Box and Total Cost Analysis reports 
• Provider Portal
  • Company admins and RIA users now have the ability to access the new Rollover Analyzer Retrospective Review & Certification

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