Tech Enhancements - March 30 2023

At RPAG, we are committed to providing you with the essential tools and abilities to support your business growth. Our dedicated team is here to assist you in achieving success. To ensure that you stay up-to-date with the latest updates, added features, and technological improvements, we will notify you promptly. Detailed notes on the changes or updates can be found below.

Improved Features

• Please note:
  • CIT Equivalents have been renamed to Strategy Equivalent throughout the RPAG website
    • To simplify terminology, Strategy Equivalent will be denoted by the abbreviation SE on the RPAG website
  • The CIT exclusively available to RPAG utilizes the same manager and strategy as the Scored fund equivalent
  • For clarity and transparency, any relevant report disclosures will clearly define and label Strategy Equivalents as (SE)

• Scorecard
  • To enhance usability, Strategy Equivalents will be displayed in the Scorecard feature, with or without underlying funds as appropriate
  • As part of our commitment to providing comprehensive information, we have added expense details to the Qualitative Column for Strategy Equivalents
  • To improve user experience, Strategy Equivalents have been integrated into the Scorecard feature and will no longer be presented as a separate report option

• Score History
  • To provide a complete overview of performance, the Score History feature will incorporate Strategy Equivalents as appropriate

• Returns Analysis
  • To simplify the user experience, Strategy Equivalents have been consolidated into the original Returns Analysis feature, eliminating the need for a separate report option.

• Peer Group Analysis
  • Strategy Equivalents will be displayed under their corresponding CITS where applicable

• ESG Report
  • Strategy Equivalents will be shown alongside corresponding CITs where appropriate

Enhanced Features and Capabilities

• FIR
  • The Stable Value Fact Sheets feature has been updated to ensure that the most up-to-date fact sheet is automatically retrieved when a current fact sheet is unavailable, providing users with the most current information
• Alphabetized navigation
  • To enhance user experience, all dropdown selections throughout RPAG have been alphabetized, making it easier to find the desired option
  • Creating an FIR is now easier and more efficient with Stable Value Fact Sheets automatically pulling in the most recent available fact sheet, ensuring that users have the most current information at their fingertips
• FIR/ B3/ Misc. Report
  • To provide more comprehensive reporting, we have added quarter identifiers to current and previous reports, indicating which scores are included within a given report
    
    • Please note that score data is locked in as of the day the report is initiated, even if the report is modified at a later date. The quarter identifiers will help ensure that users have access to accurate and relevant information
• WellCents
  • Now offers the convenience of automatically ending in-progress meetings after 24 hours
• Client List
  • Service consultants dropdown filter has been added to the client list area
• RFP Express
  • RFP Express has been updated to include automatic selection of bidders on the compare quotes page when creating reports, making the process faster and more efficient
• FIR
  • Creating FIRs is now easier with the addition of displaying the selected mapping strategy in Step 2 Considerations, ensuring that users have the correct information
• Advisor Reports
  • Advisor Reports now offer even more comprehensive information with the addition of Client ID and Plan ID columns in select reports
• Fund Lookup/Fund Research
  • Now includes more user-friendly language, with "Considered for Removal" being renamed to "Under Review".
• Meeting Agenda
  • Users will have the ability to customize the order of attendees within Meeting Agenda and Meeting Minutes reports
  • Users can now customize the order of attendees and include/exclude job titles of attendees
• Plan Design
  • The employer match section of Plan Design has been updated with a dollar amount/percentage toggle, making it easier for users to input the correct information
• Provider Analysis
  • Attachments may now be included when downloading provider cybersecurity reports
  • Meeting Agenda report feature now available
• FPR
  • Returns Analysis report feature now available