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FEATURE UPGRADE - Platform Masking
- Nick Topham
- Oct 7, 2021
- 1 min read
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 about ProductRex's Client Mode - the ability to compare investment products in real time, in front of their clients, with their own colours and branding.
But what if we could make it better by hiding platform names if they didn't want to show the clients just yet?
45 minutes of coding later, here we are! Client Mode now has a "Mask Platform" function.
Check out the video to see how it works, then tell me what you think -> https://bit.ly/2YqIKM6
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