Tech Enhancements - September 8 2023

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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

  • Provider Analysis
    • Enhanced Usability: The clipboard remains visible on the bidder screen when editing bids, ensuring ease of use and efficient data management.
  • FIR
    • Plan Design: Plan highlights text has been updated and now displays on the output for employee contribution, providing clearer plan information.
    • Improved Spacing: Portfolio Allocation Reporting spacing has been adjusted to achieve a more polished and cleaner look.
    • Enhanced Hover Feature: The hover feature in Step 2 Considerations now displays strategy equivalent score history, offering deeper insights and analysis
    • Stylebox Standard Formatting: has been enhanced to offer an improved experience for companies that do not use strategy equivalents.
  • RFP Express
    • Platform Card Update: The questionnaire last updated date is now correctly retained on the platform card in the provider portal, providing up-to-date information.
    • Streamlined Email Notification: RFP Express Platform email notifications have been streamlined to feature only pertinent information corresponding to the RFP Express Platform, improving communication efficiency.
  • Considerations
    •  Hover Feature: The hover feature on the considerations page now provides considerate presentation of strategy equivalent score history.

Enhanced Features and Capabilities

  • RFP Express
    • Custom Advisor Names: Users now have the flexibility to enter custom advisor names in RFP Express reports that display on the output, allowing for personalized and tailored reports.
    • Expanded Plan Availability: RFP Express is now accessible for Start-Up 401(k) and Start-Up 401(k) Profit Sharing plans, broadening its usability and applicability.
    • Instant Quotes Inclusion: Open Arch instant quotes are now available for inclusion in reports, providing a wider range of data sources and enhancing report comprehensiveness.
  • Batch Reporting
    • Enhanced Batch Functionality: Strategy Equivalents have now been added to batch reporting, enriching the depth of analysis and insights in batch-generated reports.

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    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!

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