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
- Provider Portal
- Provider narratives and disclosures are formatted seamlessly in RFP Express and Provider Analysis and cybersecurity documents are securely retained in the questionnaire.
- Manage Templates
- In order to promote smoother workflows, documents uploaded to the Articles module are now consistently retained in Manage Templates and FIR Builder.
- Advisor Reports
- Fund Reporting results have been enhanced, ensuring comprehensive data insights.
- Provider Scorecard
- Blended Scores are accurately displayed within Provider Scorecards for clear comparisons.
- Fund Lookup
- Flags highlight funds scoring within set parameters, improving functionality and user experience.
- Style Box
- Considerations icons are displaying for both eliminated and added funds, enhancing clarity in fund evaluations.
Enhanced Features and Capabilities
- Advisor Compensation
- Column names have been updated for clarity, tiered fees now feature a helpful pop-up on input, and columns have been reorganized for a more intuitive input/output alignment.
- FIR
- The Hypothetical Plan Performance module has been added to enhance reporting options.
- RPAG Admin Role
- A new "Company/Company Alias" field streamlines the client creation process for admin users.
- Fund Lookup
- A new optional Sub-Advisor filter has been added to Fund Lookup and Fund Research for greater precision.
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Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!
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