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NEW: HUB24 Discover
Have you compared the new HUB24 Discover fees yet? ProductRex is the only app currently able to accurately compare and calculate fees...

Nick Topham
Nov 15, 20231 min read
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NEW Feature: SMA Management
White label SMAs have become hugely popular over the last 12 months, and it feels like technology is lagging behind. No more. We're...

Nick Topham
Oct 19, 20231 min read
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NEW Integration: CFS Edge
I thought we'd caught all the major platform integrations, then a new one popped up. ProductRex users can now import data from CFS Edge!...

Nick Topham
Aug 24, 20231 min read
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NEW Feature: Clients and Families
Big update today! The first major structural update to ProductRex since we launched 2 years ago. The concept of "Scenarios" in Px was...

Nick Topham
Aug 8, 20231 min read
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NEW FEATURE: 2-Factor Authentication
A few years ago someone introduced me to what is now one of my favourite idioms, which I've shortened to: "Eat your frogs" Basically, do...

Nick Topham
Jun 8, 20231 min read
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ENHANCEMENT: Bulk Compare Platform Fees
After we released our bulk actions functionality a couple of weeks ago I got a message. "Nick", says they, "I want to be able to import a...

Nick Topham
May 11, 20231 min read
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NEW FEATURE: Bulk Scenario Importing/Actions
Feature of the year? Big call for April, but it's going to be a strong contender. You can now perform bulk actions across scenarios in...

Nick Topham
Apr 5, 20231 min read
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NEW INTEGRATION: DASH
It's here! I would say the most asked-for and eagerly anticipated integration to date, DASH! You can now: 1. Load your scenarios from...

Nick Topham
Mar 21, 20231 min read
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NEW Integration: intelliflo
In case you missed it last week, we're now integrated with intelliflo! If you're an intelliflo user, you can install ProductRex in the...

Nick Topham
Mar 8, 20231 min read
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NEW INTEGRATION: DASH Simplifier
A new integration! I've (anecdotally) seen a lot of interest in the DASH platforms over the last few months. So I figured it was time for...

Nick Topham
Feb 28, 20231 min read
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NEW: Scenario Listing
More new functionality! Great coding momentum this last week or two. See a bulk list of your scenarios then sort through them with a...

Nick Topham
Feb 22, 20231 min read
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NEW: Managing Cash Minimums
I really like creating this kind of functionality. Simple, easy to understand functions that make it easier and faster to put together...

Nick Topham
Feb 15, 20231 min read
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Case Study: Sandbox Mode
You know what I love? Case studies. Here's a real life thing that happened with one of our users last week. Real life problem. Real life...

Nick Topham
Nov 2, 20221 min read
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NEW: Reweight Portfolio to Target Balance
Have you ever reweighted a portfolio in 10 seconds? You can now. On Friday one of our long-time users emailed me. "Nick", says he,...

Nick Topham
Oct 26, 20221 min read
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UPGRADE: "Investment Not Available" Alert
How many hours a day do you think ProductRex spends answering support tickets for our 1,600+ users? 10? 20? 50? On average, just under 2....

Nick Topham
Oct 20, 20221 min read
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NEW FEATURE: Sandbox Mode
I made a mistake with ProductRex a few months ago. Really, I think I knew better at the time, but development timeframes are ever-present...

Nick Topham
Oct 20, 20221 min read
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NEW: Scenario Statuses
I realised something late last week. It was a pain for our users to sort through multiple scenarios for John Client, especially when you...

Nick Topham
Sep 21, 20221 min read
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NEW FEATURE: AutoRex
AutoRex is now live! I get a lot of ideas out of left field. "What if we could bulk add the possible platform/portfolio combinations for...

Nick Topham
Sep 1, 20221 min read
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ENHANCEMENT: "Not available" alert
Sometimes it's small changes that make a difference. I'm in the middle of an extended project, and sometimes need to break out and do...

Nick Topham
Aug 22, 20221 min read
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NEW INTEGRATION: BT Panorama
After a lot of work over the last few months work, we finally have all major wrap providers integrated with ProductRex! BT Panorama...

Nick Topham
Jul 28, 20221 min read
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