Tech Enhancements - September 30, 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.
o Point of Contact tab added to the Edit Company feature
Fiduciary Investment Review
o Plan Dashboard- Summary feature added to Plan Level
o Fund consideration hierarchy methodology has changed
1. Highest scoring fund for current quarter in the investment source and product
2. Highest Average Score History
3. Highest Information Ratio
o When generating reports, you now have the ability to input special characters in the report titles.
o Returns analysis no longer display underlying funds when generated alongside Score History or Scorecard options
o Incumbent rebid excess revenue with no net fees scenario has been improved
o Net Investment Expense values match when “Copy Incumbent” feature is used
o Group meetings email booking now trigger an email to advisor
If you have any questions or want to learn more about these technical enhancements, please contact firstname.lastname@example.org for a demo.