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Nick Topham
NEW: Changes to family fee linking
I'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...
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Nick Topham
Jun 23, 20221 min read
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...
116 views0 comments
Nick Topham
Jun 16, 20221 min read
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...
70 views0 comments
Nick Topham
May 19, 20221 min read
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...
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Nick Topham
May 12, 20221 min read
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,...
58 views0 comments
Nick Topham
Apr 7, 20221 min read
NEW FEATURE: Platform Ratings
Exciting new functionality available today with an Australian first for ProductRex. THE PROBLEM ----------------- I ran a survey, asking...
50 views0 comments
Nick Topham
Mar 3, 20221 min read
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...
63 views0 comments
Nick Topham
Feb 17, 20221 min read
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...
57 views0 comments
Nick Topham
Feb 10, 20221 min read
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...
40 views0 comments
Nick Topham
Feb 1, 20221 min read
NEW INTEGRATION: MLC Wrap
First integration launch for the year and the SIXTH platform integration with ProductRex. ProductRex users can now import data directly...
41 views0 comments
Nick Topham
Dec 14, 20211 min read
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...
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Nick Topham
Nov 30, 20211 min read
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...
94 views0 comments
Nick Topham
Nov 24, 20211 min read
NEW INTEGRATION: FirstWrap
Another integration for November! ProductRex users can now import data directly from FirstWrap into their ProductRex scenarios. Just grab...
42 views0 comments
Nick Topham
Nov 8, 20211 min read
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...
29 views0 comments
Nick Topham
Nov 2, 20211 min read
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...
56 views0 comments
Nick Topham
Oct 20, 20211 min read
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...
46 views0 comments
Nick Topham
Oct 7, 20211 min read
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...
33 views0 comments
Nick Topham
Sep 29, 20211 min read
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...
49 views0 comments
Nick Topham
Sep 24, 20211 min read
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...
34 views0 comments
Nick Topham
Sep 17, 20211 min read
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...
58 views0 comments
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