Tech Enhancements - November 30, 2023

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

• Broker Dealer
  • We've seamlessly restored client filters, ensuring a smooth and efficient user experience.
• Stable Value Analyzer
  • The previous SV/GIC data now accurately pulls into the report output, providing reliable and consistent results.
• RFP Express
  • We've enhanced Start-up RFP Express reports by refining Plan Assumptions data, removing blank Open Arch investment lineup pages, ensuring accurate quote displays in the provider queue, and enabling the export of provider pricing grids.
  • Platforms will now only show for their respective delivery system, contributing to a more organized and targeted presentation.
• FIR
  • The ability to add a fund mapping report to an FIR is seamlessly restored, and Summary of Considerations selections now save and display, ensuring enhanced functionality.
• Service Plan
  • Service Plan now saves after the first attempt ensuring users progress is maintained.
• Report
  • Due to popular demand, we've released both manage templates and the report builder, offering users an enhanced and comprehensive reporting experience.
• Meeting Minutes
  • Advisor Firms are now easily removable from Meeting Minutes reports, offering more flexibility and control.

Enhanced Features and Capabilities

• Calendar
  • A Calendar Subscription feature has been added to all producer groups, enhancing accessibility and convenience.
• Dashboard Lite
  • Users of Dashboard Lite can now enjoy the added ability to use the Fiduciary Briefcase, expanding functionality and usability.
• Custom Scoring
  • Custom scoring has been introduced to Fund Fact sheets, providing users with a tailored and insightful view of fund performance.
• Lettering System
  • We've implemented a new lettering system to convey additional details for all non-scoring funds, designed to illustrate why they do not have a score.
    • This includes labels such as:
      • HIS (Not Enough History)
      • SPC (Specialty Asset Class)
      • and OTH (Other), offering users a clearer understanding of each fund's characteristics.
    • If a fund already has a score, it will retain it without any changes.

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