Tech Enhancements - January 5 2023

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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.

  • FIR
    • Blank pages no longer display in the returns analysis section
  • Service Plan
    • Service plan color selection now displaying consistently across the plan and the fiduciary briefcase
    • Users are now able to create service plan to-dos from the manage templates area
  • Provider Analysis
    • All features within the plan service highlights section of the provider questionnaire now appears in order
    • Special Instructions field of bidding emails will now be sent with bidding emails regardless of whether the “Use with bidding providers” option is selected
  • Meeting Minutes
    • Copied text pasted into templates will now default to the standard font and size
  • Client Advocacy
    • Text changes have been made implemented for the template
  • Prospects
    • The process of editing prospect names has been optimized
  • Plan Details
    • Character limit has been expanded to three characters for the match formula field
    • New information icons have been added to the “Plan Status” and “Fiduciary Status” fields to track when and by whom these details are updated

Tech Engancements - Plan Details

    • “Scorecard” shortcut button is now available on all plan cards
  • Tech Engancements - Plan Details V2FIR
    • Users are now able to select a preferred address to display on the title page

Looking for more information?

Contact the RPAG Support Team at to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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