Tech Enhancements - November 10 2022

RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly 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.

  • FIR
    • Investment source will now auto select when adding a custom fund to considerations
  • Rollover Analyzer
    • Users are now able to add custom documents to reports using the “User Document” report feature
  • Client Details
    • When adding a custom TPA to a plan, a standard platform will now automatically be selected
  • Company Admin
    • Ability to send registration emails has been restored for users with the company admin role
  • Returns Analysis
    • Headers are now migrating properly to next page
  • Rollover Analyzer
    • Additional text changes added to Rollover Analyzer
  • TDF Analyzer
    • flexPATH
      • Flex Focus, flexFIT+, and RetirementTrack funds now count all three glidepaths as one selection and function like flexPATH funds within the TDF Analyzer
  • ESG Ratings Report
    • New ESG ratings report and search functionality is now available for users within all producer groups
      • Available areas: Fund Lookup, Fund Research, FIR, Scorecard


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