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...
NEW: HUB24 Discover
NEW Feature: SMA Management
NEW Integration: CFS Edge
NEW Feature: Clients and Families
NEW FEATURE: 2-Factor Authentication
ENHANCEMENT: Bulk Compare Platform Fees
NEW FEATURE: Bulk Scenario Importing/Actions
NEW INTEGRATION: DASH
NEW Integration: intelliflo
NEW INTEGRATION: DASH Simplifier
NEW: Scenario Listing
NEW: Managing Cash Minimums
Case Study: Sandbox Mode
NEW: Reweight Portfolio to Target Balance
UPGRADE: "Investment Not Available" Alert
NEW FEATURE: Sandbox Mode
NEW: Scenario Statuses
NEW FEATURE: AutoRex
ENHANCEMENT: "Not available" alert
NEW INTEGRATION: BT Panorama