Tech Enhancements - January 6, 2022

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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.


  • Batch Reporting
    • Within batch reporting, client and plan names that correspond to each fund have been added to the exportable excel/pdf
  • Broker Dealers
    • MMLIS Broker Dealers now have a new exportable excel report “Report by Agency”. This is accessible through the “Drill through Report” and then at the top right of the following page
  • Credit Card Payment Area
    • A credit card payment link labeled as "RPAG Account Payment" is now available under ‘Company’ page
  • Meeting Minutes
    • Auto save feature has been added
      • NOTE: For this to function properly ALL required fields asterisked (e.g. “Meeting Name”) must be filled out
    • Indentation function available in Meeting Minutes as well as Meeting Agenda
  • Notes Section
    • “Notes” section has been moved to the top right of the client details page. In the new drop down, users can edit and delete notes
  • PlanFees
    • Ability to have a client’s plan pull directly into a PlanFees report has been added
    • FIR, Provider Analysis (B2 and B3) and Fiduciary Plan Reviews can now pull in a created PlanFees report
  • Provider Portal
    • Text changes and grammar fixes in the Data Security portion of the questionnaire
  • Resource Center Document Customization
    • Ability to upload customized documents to Fiduciary Briefcase from within the customization area added
  • Service Plan
    • “Every 4 Years" and "Every 5 Years" option added when creating a custom service plan option
    • An option has been added to enable the creation of to-dos when creating a custom/altering an existing service plan option
      • Core Services will be defaulted to having a to-do created
  • To-Dos
    • Ability to mass delete to-dos has been added
  • WellCents
    • “Popular Reads” added below “Interesting Reads”
    • Advisors can add a photo and description in their Client Details that will populate when WellCents participants select an advisor to schedule a meeting with


  • To-Dos
    • 2022 To-Dos are now populating on the calendar on the homepage as well as in the To-Do area
  • Resource Center Document Customization
    • Customized documents retain their original name when downloaded after being customized
    • Gold Marketing clients uploaded photo is now populating
  • Meeting Agenda
    • Text size has been increased
  • Portfolio Allocation Management
    • Headers and page break issue resolved


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