Nick TophamJul 7, 20221 minNEW: Changes to family fee linkingI'm guilty. I hid a very often-used feature, one which appears in over half of all scenarios, and one which no other product comparator...
Nick TophamJun 23, 20221 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 16, 20221 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 19, 20221 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...