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.
- Fiduciary Briefcase
- Plan Card is no longer clickable for fiduciary contacts, and the “View Plan” option has been removed
- WellCents Resource Center
- Clicking WellCents Resource Center points the user to the correct WellCents documents
- Provider Analysis
- For Raymond James, the special instructions for bidders now successfully carry over
- When creating a report with over 8 bidders, the output formatting on the “Service Highlights” page displays correctly
- We are now allowing special characters to be used in custom questions and will not trigger an error message
- Manage Templates
- ‘Articles’ option has been restored and is now retaining documents
- TDF Analyzer
- Output disclosure and legend formatting has been fixed
- To-Do List
- Improved page speed to save you valuable time
- RPAG Home Page
- About us section updated to provide you with the latest information at your fingertips
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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.