Tech Enhancements - October 21, 2021

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

Provider
  • Service Questionnaire
         o Text changes and updates have been made to the text field options
  • Principal
         o 403b is not offered by provider. Responses were cleared from the PCRP platform
Returns Analysis
  • Disclosure text has been updated
WellCents
  • For your convenience, Webex meetings are added as a virtual meeting option


Improvements

All Reports
  • Fiduciary Investment Review
         o “Sales FIR” template will now only show for Prospects

  • Plan Allocation and Peer Group
         o Funds from the lineup will now only display

  • Meeting Minutes
         o Upon selection, your template information will be retained
Provider Analysis
  • TPA service questionnaire will not populate on output when un-selected
Returns Analysis
  • When a section ends, headers will now carry over to next page

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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.