Tech Enhancements - September 21, 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

• Rollover Analyzer (soon to be called Rollover Ready)
  • The dropdown selection in Step 4 now offers a seamlessly improved experience, enhancing user interaction.
• Advisor Reports
  • Advisor compensation is now conveniently available in BPS format when chosen, ensuring precision in reporting.
• Meeting Minutes
  • Service consultants added across companies are now seamlessly available in the advisor firm dropdown within the report builder, enhancing functionality.
• Batch Considerations
  • All selections now consistently appear when multiple funds are chosen by users with the batch considerations role, streamlining and simplifying the process.
• Advisor Reports
  • The expense field formatting has been refreshed to enhance clarity and presentation quality.
• RFP Express
  • Output Reports
    • Logos and Formatting enhancements on the Investment Lineup output page now enable a more extensive display of funds on a single page, significantly enhancing overall user experience.
    • The Service Provider Comparison output page is now thoughtfully incorporated into all reports with a Fee Details page, ensuring a comprehensive reporting experience and enriching the depth of information provided.
    • Logos now consistently enrich the Fee Details output page, elevating the overall report presentation to a more polished and appealing level.
    • Per Participant Fees are now prominently showcased on the Fee Details output page, significantly enhancing the report's transparency and providing users with a comprehensive and insightful breakdown.
    • Investment Expense Calculation now precisely mirrors totals for open architecture quotes, guaranteeing impeccable accuracy in reporting and analysis.
  • Unbundled Quotes
    • We've optimally refined the workflow for incorporating TPA details into all unbundled quotes, resulting in a streamlined and highly efficient process that simplifies and expedites operations.
    • TPA details can now be effortlessly edited during the quote comparison step, providing users with greater flexibility and control over their customization options.
• Start-Up Reports
  • Provider quote emails have been revamped to accommodate reports for this new plan type, improving communication.
• Custom Advisor Names are now elegantly integrated into provider email communications for custom quotes, adding a delightful and personalized touch to the user experience.

Enhanced Features and Capabilities

• Advisor Reports
  • A new category, "Number of Education Days," has been added to the Plan Demographics sub-report, providing valuable information for enhanced insights and reporting.

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