Tech Enhancements - June 8 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

  • Rollover Analyzer
    • We have restored report visibility, allowing for even smoother navigation and management of your account.
  • Total Cost Analysis
    • Full functionality has been restored for FIR and B3 reports containing this feature, ensuring comprehensive and accurate analysis
  • My Custom Models
    • Now you can generate Scorecard and Returns Analysis reports for custom models, including Strategy Equivalents for relevant funds

Enhanced Features and Capabilities

  • Portfolio Allocation Reporting
    • Experience enhanced reporting with the inclusion of Strategy Equivalents, providing comprehensive insights into your portfolio
    • We are thrilled to announce that we have added client and plan information to the report footer, making it easier for you to access and view important details about your portfolio
    • Improved usability as LDI Glidepath ranges can now be effortlessly dragged and rearranged
    • Benchmarks now appearing for relevant funds
    • Headers for special funds now more closely mirror the Returns Analysis format
  • Special Funds
    • Updates to special funds (e.g. expense ratio, asset class, etc.) now save with greater ease

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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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