NEW FEATURE: Bulk Scenario Importing/Actions

Feature of the year?

Big call for April, but it's going to be a strong contender.

You can now perform bulk actions across scenarios in ProductRex.

Moving clients from one platform to another? Upload a spreadsheet, click a couple of buttons and we'll price them out, ready for your advice.

Wondering how well priced your favourite platform really is? Pump out ten scenarios in ten seconds and see what happens.

Kicked an investment out of your model portfolios? Couple of clicks and you can automatically create a scenario for the affected clients, ready for an RoA.

And you know the best bit? This is just the BEGINNING of this functionality. I already have another bulk action to code up (model portfolios transitioning to an SMA, anyone.... ?).

Love it? Hate it? Spin a yarn in the LinkedIn comments Intro video below, see the full tutorial by clicking here