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
- FIR
- The 'Save As Template' functionality is now available, increasing functionality and providing a more seamless experience.
- TDF Analyzer
- The recommended glidepath risk level now displays increasing efficiency and usability.
- Fund Lookup
- Funds are sorted by score, further enhancing the user experience.
- Peer Group Analysis
- 'Annualized Returns' now displays consistently, even in scenarios where benchmarks previously lacked data.
Enhanced Features and Capabilities
- Advisor Reports
- Contacts for 'Recordkeeper' and 'TPA' have been added to the Plan Data report, enriching its range.
- RPAG Login
- The error message text for "Login Failed" has been refined to provide clearer guidance and now says, “Login Failed. Please try again. Contact support@rpag.com”
- RFP Express
- Plan Demographics will now be automatically locked and uneditable after quote requests have been submitted, streamlining the process and ensuring data integrity.
________________________________________
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!
Not an RPAG Member?
