Tech Enhancements - June 22 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

• Custom Models
  • Enjoy successful generation of Returns Analysis and Scorecard reports, providing valuable insights for informed decision-making
  • Removed the duplicated models output in certain scenarios, ensuring accurate and streamlined results
• Quarterly Reports
  • Enhance your reporting with the inclusion of Market Review, Scorecard Methodology, and System disclosures in the quarterly report, providing comprehensive information
• FIR/B3
  • Strategy Equivalents are now conveniently checked by default for the Total Cost Analysis report feature, ensuring a seamless user experience
  • TPA fee calculation for Empower and Voya bidders has been enhanced, ensuring precise and reliable calculations
• WellCents
  • Added a delete option for WellCents Articles, providing flexibility and control over content management
• RFP Express
  • Experience improved flexibility as rearranging the order of quotes now reflects in the output
  • The investment lineup products are now correctly aligned under the respective provider in the output, ensuring clear and organized presentation
• Meeting Agenda
  • The generated typeface and font size now reflect in the report builder, providing consistency and ease of use
• Advisor Compensation
  • Any entries made in advisor compensation will now be reflected in the advisor compensation line on the Advisor Group Company Page, ensuring accurate and transparent compensation tracking

Enhanced Features and Capabilities

• Stable Value and GIC
  
  • Stable Value Fund Fact Sheets have been updated
    • " Queue as % of Assets” is added in Manage SV page, universal median page and in output report
• Strategy Equivalents
  • Asterisks added to strategy equivalents in fund look up
  • Asterisks added to strategy equivalents in FIR, B3, and RFP Express reports
  • Style box Standard and Short will show strategy equivalent scores
  • Total Cost Analysis will show strategy equivalent scores 

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