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
B3
Requesting advisor’s name added to bid submission confirmation
Now able to select Bidding TPA’s before Incumbent TPA is fully submitted
My Documents/Fiduciary Briefcase
Maximum uploadable file size increased to 25 MB
Resource Center
Portal now alerts users that only PDF formatted documents can be uploaded to an FIR from the Resource Center
WellCents
Now able to save notes for canceled meetings
New “Confirm your action” pop-up will appear for a WellCents advisor when starting a participant meeting
Participant questionnaire responses are now exportable for a WellCents advisor
PDF format only for compliance reasons
Scheduling a WellCents meeting now accounts for Arizona time zone
WellCents participant microsite now displays Google Play app store icon
New “Meeting Lead Time” field added to WellCents scheduling workflow
New “Reschedule Meeting” button now available to WellCents advisors
Improvements
Research advanced filter for “Strategy” option functionality fixed
Meeting Minutes page will load properly for users with “&” symbol in client name
Peer Group Analysis no longer generating additional funds when downloaded with ACR and Score History options selected
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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.
