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This Is ProductRex
A dedicated system to handle all of your superannuation and investment
ProductRex is free to use for all financial advisers, paraplanners, administrators and anyone else who works in your financial planning practice.
No tiers of membership.
No arbitrary setup costs.
No hidden or upgrade fees.
We believe that product recommendations are an essential part of financial advice. Often maligned, they are usually the first port of call for new clients, and an annual concern for ongoing clients.
They shouldn't be hard to do. It's clear what information is required, both from a recommendation and comparative point of view, and that information shouldn't be terribly difficult to compile.
But it is, and that sucks, and we want to change that forever.
We want you to:
Be confident with provided data.
Spend minimal time doing data entry.
Have beautifully formatted output.
Enjoy formulating your project recommendations.
What's It Do?
Complete your product recommendations and research
Clean, modern and easy user interface
FEFundInfo fee and asset allocation integration
Comparisons of asset allocation and fees between platforms
400+ super, pension and investment platforms
Practice-level client, theme, portfolio and risk profile sharing
Complete customisable output that matches your SoA
Complete datasets for industry super investment options
Pre-loaded licensee themes, risk profiles and rate cards
Why should you change?
What are you doing now when making your product recommendations?
Option 1: Doing everything by hand
Looking up fees manually.
Looking up asset allocations manually.
Entering data manually
Hoping you've entered everything right.
Maybe using Excel.
Option 2: Using one of the other systems:
"Helps" you put your recommendations together.
Frustrates you on the daily with wrong data.
Costs massive amounts of money.
Is barely function at the best of times.
Reformatting the entire document in Word.
That sounds great.
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