Tech Enhancements - September 3, 2021

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RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.

Enhancements

Advisor Reports
  • A new field in the Advisor Report – Funds by Plan called “Fund Reporting” has been added and it pulls in data from the “Fiduciary Status” section of a client’s plan.
Calendar
  • The side bar displaying upcoming events now shows the next seven days rather than just the selected date. If nothing is scheduled for a day, it will say “No event”.
Company Page
  • A blue check mark has been added next to the username in Admin-Company if their account is active and has a login.
Fiduciary Investment Review
  • On the Plan Allocation by Investment Type report page a checkbox has been added under the report feature to select for Considerations to be shown or not shown.
  • A new section has been added in the report builder titled “Structure” when Sample 404C and Sample IPS have been added.
  • Ability to change the title of the report on the Cover Page.
flexPATH Website
  • Core Plus Bond Fund I3, Large Cap Growth II Fund I3, Mid Cap Value Fund I2 fund fact sheets have been added.
Meeting Minutes
  • Ability to generate in landscape or portrait has been added.
Prospects
  • Service Plan, Fiduciary Diagnostic, BD/RIA, Providers Notices, Meeting Minutes and Briefcase Accounts will now all be hidden from prospects. Only clients will have access to these features.
Provider Analysis
  • Service Plan and Meeting Minutes are now options in the Provider Analysis.
  • A pop up now appears when the user hits “Continue” when reviewing a bidder or incumbent saying, “Continuing will lock plan information from additional editing. Confirm to proceed”.
  • A “Copy Incumbent” feature has now been added to the Who will complete the Provider Proposal Request?" drop down.
Plan Details Page
  • Fees card will have all incomplete fields not required to calculate total cost default to “TBD”.
Returns Analysis and Peer Group Analysis
  • Instead of showing all the funds together in one group, they are split into Allocation Series, Underlying Funds and Core Lineup- just like the Scorecard.
Service Plan
  • TDF Analyzer service plan option has “Once Every Four Years” added as a frequency option.
Stable Value Analyzer
  • Stable Value Analysis option has been renamed to “Stable Value Fit Analysis".
To Dos
  • Clients and Prospects are now clickable and will take you to their page upon selection.
  • Users are now able to select multiple items and mark them all as “Completed".
  • A secondary filter has been added to further refine searches.
  • Ability to export To-do items to an excel has been added.
Improvements
  • When in a client’s plan the “Back to Prospect Details” link in the top right now reads “Prospect” rather than “Client”.
  • When generating TDF Analyzer reports a blank second page is no longer generating after Scorecard Stylebox Summary.
  • Options in “My Documents” now fit on one line.
  • Custom Questions in Provider Analysis will not divide words between lines on output.

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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.
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