Tech Enhancements - September 26, 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

• FIR
  • Fund Mapping
    • For share class report types, the "Save and Preview" functionality has been fully restored, ensuring seamless report generation.
  • Style Box
    • For enhanced accuracy and consistency, Group Score choices are reliably stored in the report module.
• Company Admin Page
  • Advisor disclosure updates are saved and retained properly, improving the reliability of admin updates.
• My Custom Models
  • The performance calculation issue has been enhanced, ensuring precise and accurate data for your custom models.

Enhanced Features and Capabilities

• Notification Center
  • For new notifications, Resource Center links will take users directly to the document, allowing for easy viewing and downloading of new files.

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