Tech Enhancements - May 23, 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

• Fiduciary Briefcase
  
  • To provide more details the email notifications have been enhanced to include the company phone number and email address.
• Manage Templates
  • Duplicate service plan templates have been removed to ensure a more organized display.
• Batch Reporting
  • Users can schedule and generate batch reports even if they were previewed on a previous day enhancing accessibility and efficiency.

Enhanced Features and Capabilities

• BD Advisor IQ
  
  • The drill-through function within the Advisors by AUM chart includes scroll bars for improved viewing and functionality.

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