Tech Enhancements- March 27, 2024

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

•  TDF Analyzer
  
  • When building a custom TDF comparison report, users now have the option to choose all risk category options, increasing customization.

• Fund Lookup
  
  • Scores and flags associated with a fund's strategy equivalent seamlessly appear in the fund lookup window, enhancing the user experience.

• FIR
  
  • When using the “exclude description” option, up to eighteen services can now be accommodated on a single page enhancing data presentation and accessibility.
  • Additionally, reports created from templates containing the "Cybersecurity Report" feature seamlessly generate.

• RFP Express
  
  • You can now see “Per Participant Fee” calculations on the “Fee Details” page, ensuring precise financial information in reports.

• Scorecard
  
  • Numerical formatting issues for the R2 and info ratio fields have been adjusted to enhance data clarity and readability.

• WellCents
  
  • User account settings related to WellCents can now be adjusted seamlessly, regardless of WellCents' status for the user’s company.

Enhanced Features and Capabilities

• RFP Express
  • Frequency details have been incorporated into the “Fee Details” section of the report, aligning report output with provider analysis reports for a more cohesive reporting experience.

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