Nick Topham5 days ago1 minNEW: Addition to ProductRex ReportEarlier this week we implemented some changes to the report output you get from ProductRex (the document you get when you click the big...
Nick TophamJun 161 minNEW: Managed Account Partner ProgramBefore I started ProductRex I put together a list of things that advisers hated about their research systems. A lot of it was pretty...
Nick TophamMay 191 minNEW FEATURE: Scenario LockingToday we've launched brand new functionality that allows you to lock scenarios for audit and compliance purposes. Simply click the "Lock...
Nick TophamMay 121 minNEW FEATURE: Platform MatchingI hated demoing rebalances. Every time someone asked me how it could be done, I died a little inside. We could handle them, no worries,...
Nick TophamApr 71 minNEW FEATURE: Platform RatingsExciting new functionality available today with an Australian first for ProductRex. THE PROBLEM ----------------- I ran a survey, asking...
Nick TophamMar 31 minNEW INTEGRATION: HUB24An eagerly anticipated piece of new functionality this week with what is a very popular platform amongst our users, HUB24! You can now...
Nick TophamFeb 161 minNEW INTEGRATION: Macquarie WrapWhat would a week be without an integration post from ProductRex? Big one today with Macquarie Wrap joining the ranks. This functionality...
Nick TophamFeb 91 minNEW INTEGRATION: IOOF Essential/eXpandAnother week, another integration! This time with IOOF eXpand and Essential products. A nice clean integration that actually allows you...
Nick TophamFeb 11 minNEW INTEGRATION: MLC WrapFirst integration launch for the year and the SIXTH platform integration with ProductRex. ProductRex users can now import data directly...
Nick TophamDec 14, 20211 minUPGRADE: Scenario DuplicationSoftware isn't always about the flashy updates. They're fun to code and implement, but sometimes it's the more mundane core functionality...
Nick TophamNov 30, 20211 minNEW INTEGRATION: PraemiumLucky last integration number 5 for November is with Praemium! This is our first direct API integration with a platform provider and it's...
Nick TophamNov 24, 20211 minNEW INTEGRATION: FirstWrapAnother integration for November! ProductRex users can now import data directly from FirstWrap into their ProductRex scenarios. Just grab...
Nick TophamNov 8, 20211 minNEW INTEGRATION: Sharesight ProAnother brand new integration today for ProductRex with Sharesight Pro. Seriously slick this one - a click to connect your account then...
Nick TophamNov 2, 20211 minNEW INTEGRATION: MyNorthThe first of MANY integrations coming this November is with North! You can now import entire platforms from North/MyNorth (and some older...
Nick TophamOct 20, 20211 minNEW FEATURE: Feature BadgesBIG new functionality release today that people have been asking about for a long time! Feature comparisons are here! I wanted to steer...
Nick TophamOct 7, 20211 minFEATURE UPGRADE - Platform MaskingI 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...
Nick TophamSep 29, 20211 minNEW FEATURE: Rebalance ModeI 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...
Nick TophamSep 24, 20211 minNEW 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...
Nick TophamSep 17, 20211 minNEW FEATURE: Client ModeProduct research as a presentation tool? It was unheard of. I never expected ProductRex to be used that way. But it turns out, if you...