Tech Enhancements - October 5, 2023

Published by on

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

  • Rollover Analyzer (soon to be called Rollover Ready)
    • The dropdown selection in Step 4 now offers a seamlessly improved experience, enhancing user interaction.
  • Notes
    • RPAG Lite users can now easily save Notes within the Client Details, enhancing convenience and making the process even more user-friendly.

Enhanced Features and Capabilities

  • Provider
    • The PAi platform and products have successfully transitioned under Ascensus, providing users with an expanded array of capabilities and resources for even more comprehensive service.
  • Advisor Reports
    • We've enriched the Plan Demographics sub-report by adding an additional field, empowering users with even richer data for improved reporting, without any prior limitations.
  • RFP Express
    • Enjoy increased flexibility and depth of information with the addition of carefully selected fields in the Pricing Grid output, further enhancing your report customization options.
  • Rollover Analyzer 
    • The Rollover Analyzer tool now has a more intuitive name, now calling it "Rollover Ready" for a user-friendly and easily recognizable experience.
  • Meeting Minutes
    • To streamline the process and make it even more user-friendly, we've removed the Market Review quarter dropdown from the template builder, improving usability without any prior complications.
  • My Documents
    • We've added 2024 folders for users who already have the 2023 folder, ensuring a seamless and organized document management experience as we move forward, with no previous issues to note.

________________________________________

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!

Not an RPAG Member?
Back to Blog

Related Content