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NEW: Addition to ProductRex Report
Nick Topham
  • 5 days ago
  • 1 min

NEW: Addition to ProductRex Report

Earlier this week we implemented some changes to the report output you get from ProductRex (the document you get when you click the big...
6 views0 comments
Nick Topham
  • Jun 16
  • 1 min

NEW: Managed Account Partner Program

Before I started ProductRex I put together a list of things that advisers hated about their research systems. A lot of it was pretty...
7 views0 comments
NEW FEATURE: Scenario Locking
Nick Topham
  • May 19
  • 1 min

NEW FEATURE: Scenario Locking

Today we've launched brand new functionality that allows you to lock scenarios for audit and compliance purposes. Simply click the "Lock...
5 views0 comments
NEW FEATURE: Platform Matching
Nick Topham
  • May 12
  • 1 min

NEW FEATURE: Platform Matching

I hated demoing rebalances. Every time someone asked me how it could be done, I died a little inside. We could handle them, no worries,...
29 views0 comments
NEW FEATURE: Platform Ratings
Nick Topham
  • Apr 7
  • 1 min

NEW FEATURE: Platform Ratings

Exciting new functionality available today with an Australian first for ProductRex. THE PROBLEM ----------------- I ran a survey, asking...
27 views0 comments
NEW INTEGRATION: HUB24
Nick Topham
  • Mar 3
  • 1 min

NEW INTEGRATION: HUB24

An eagerly anticipated piece of new functionality this week with what is a very popular platform amongst our users, HUB24! You can now...
28 views0 comments
NEW INTEGRATION: Macquarie Wrap
Nick Topham
  • Feb 16
  • 1 min

NEW INTEGRATION: Macquarie Wrap

What would a week be without an integration post from ProductRex? Big one today with Macquarie Wrap joining the ranks. This functionality...
37 views0 comments
NEW INTEGRATION: IOOF Essential/eXpand
Nick Topham
  • Feb 9
  • 1 min

NEW INTEGRATION: IOOF Essential/eXpand

Another week, another integration! This time with IOOF eXpand and Essential products. A nice clean integration that actually allows you...
30 views0 comments
NEW INTEGRATION: MLC Wrap
Nick Topham
  • Feb 1
  • 1 min

NEW INTEGRATION: MLC Wrap

First integration launch for the year and the SIXTH platform integration with ProductRex. ProductRex users can now import data directly...
25 views0 comments
UPGRADE: Scenario Duplication
Nick Topham
  • Dec 14, 2021
  • 1 min

UPGRADE: Scenario Duplication

Software isn't always about the flashy updates. They're fun to code and implement, but sometimes it's the more mundane core functionality...
26 views0 comments
NEW INTEGRATION: Praemium
Nick Topham
  • Nov 30, 2021
  • 1 min

NEW INTEGRATION: Praemium

Lucky last integration number 5 for November is with Praemium! This is our first direct API integration with a platform provider and it's...
39 views0 comments
NEW INTEGRATION: FirstWrap
Nick Topham
  • Nov 24, 2021
  • 1 min

NEW INTEGRATION: FirstWrap

Another integration for November! ProductRex users can now import data directly from FirstWrap into their ProductRex scenarios. Just grab...
29 views0 comments
NEW INTEGRATION: Sharesight Pro
Nick Topham
  • Nov 8, 2021
  • 1 min

NEW INTEGRATION: Sharesight Pro

Another brand new integration today for ProductRex with Sharesight Pro. Seriously slick this one - a click to connect your account then...
19 views0 comments
NEW INTEGRATION: MyNorth
Nick Topham
  • Nov 2, 2021
  • 1 min

NEW INTEGRATION: MyNorth

The first of MANY integrations coming this November is with North! You can now import entire platforms from North/MyNorth (and some older...
33 views0 comments
NEW FEATURE: Feature Badges
Nick Topham
  • Oct 20, 2021
  • 1 min

NEW FEATURE: Feature Badges

BIG new functionality release today that people have been asking about for a long time! Feature comparisons are here! I wanted to steer...
35 views0 comments
FEATURE UPGRADE - Platform Masking
Nick Topham
  • Oct 7, 2021
  • 1 min

FEATURE UPGRADE - Platform Masking

I ran a poll last week, and it turns out 75% of adviser's don't show platform names to a new client before an SoA. Our advisers rave...
25 views0 comments
NEW FEATURE: Rebalance Mode
Nick Topham
  • Sep 29, 2021
  • 1 min

NEW FEATURE: Rebalance Mode

I don't think anyone likes doing rebalances. But they're a regular occurrence and something we see a lot of in ProductRex. We've got a...
30 views0 comments
NEW FEATURE: Investment Swaps
Nick Topham
  • Sep 24, 2021
  • 1 min

NEW FEATURE: Investment Swaps

"What if the recommended investments aren't available on the alternative platform?" It's a question I get asked in just about every...
18 views0 comments
NEW FEATURE: Client Mode
Nick Topham
  • Sep 17, 2021
  • 1 min

NEW FEATURE: Client Mode

Product research as a presentation tool? It was unheard of. I never expected ProductRex to be used that way. But it turns out, if you...
29 views0 comments
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