Tech Enhancements - October 10, 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

• Asset Class Mapping
  • Funds are accurately mapped based on user selections, ensuring seamless and precise allocation.
•  FIR
  • In step 2 of considerations, My Fund Menu now populates recommendations, enhancing decision-making.
• Expense Comparison
  • Asset percentages are now displayed as whole numbers, offering a clearer and more concise view.
• Calendar Year Performance
  • Report themes are reflected in the Calendar Year Performance module, with disclosures formatted for a more polished presentation.
• Custom Models
  • The Hypothetical Benchmark displays accurately within the returns analysis for custom models, ensuring precise performance comparisons.

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