We explored the latest enhancements and upcoming features of the RPAG Portal. The session began with a quote from Thomas Edison "There’s a way to do it better – find it.", perfectly encapsulating RPAG's commitment to constant improvement. Luke highlighted the remarkable 629 completed enhancements to the RPAG Portal in 2022, providing advisors with more tools and efficiency in their processes.
Presenter:
Luke Vandermillen, Sr. New Business Development Associate
The RPAG Portal has undergone significant improvements, including the addition of essential features such as Cybersecurity Reporting, Mapping Strategy, Plan Highlights Module, Client Servicing Page, Rollover Analyzer, ESG Reporting, and RFP Express. These enhancements empower advisors to better serve their clients and streamline their workflows, enhancing the overall advisor experience.
Exciting advancements are on the horizon for RPAG as well. Attendees received a sneak peek into the future of the platform, which includes a strategy review with Automated Fund Commentary, Custom Scoring for RPAG reporting tailored to advisors' unique needs, Venrollment offering exclusive discounts for RPAG members, Enhanced WellCents Reporting with more options and data, WellCents Filter to match the right advisor with the right employee, and a sleek UI facelift featuring an intuitive design.
The session emphasized RPAG's dedication to continuous improvement, staying ahead of the curve, and providing advisors with cutting-edge tools to enhance their client service and productivity. With each enhancement and upcoming feature, RPAG aims to empower advisors, enabling them to serve their clients more effectively and efficiently.
Are you looking for more insights? Download the presentation here.
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