RPAG wants to make sure you have the necessary tools and capabilities for your business. That's why we are here to ensure you are notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.
Enhancements
- Batch Reports
o New “Add to Lineup” tab added to the Considerations step of batch reporting
- Client Details Page
o Location Name will display on client detail page under the address section
- Service Plan
o Service Plan can now be linked to WellCents, Stable Value Analyzer and PLANavigator reports
- flexPATH
o flexPATH Fund Fact sheets have been updated
- To-Dos
o Stable Value Analyzer, TDF Analyzer, PLANavigator, WellCents will now be added to the To-Do notification area
- WellCents
o Clients now will receive a notification when they do not show up to a meeting
o The ability to create group meetings has been added. It functions the same way a “One-on-one” meeting works and will be available as a selection when setting up a WellCents meeting
o A notification within the meeting page will notify advisors to click the “End Meeting” button to ensure meeting has been counted.
o Advisors now can build participant profiles in for WellCents.
o If a WellCents meeting is deleted the advisor’s availability is updated and time slots are not held
Bug Fixes
- .jpeg and .png files are now able to be uploaded to the Resource Center
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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.