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NEW Feature: SMA Management
Oct 19, 2023
1 min read
White label SMAs have become hugely popular over the last 12 months, and it feels like technology is lagging behind. No more. We're very excited to announce our brand new SMA functionality! You can now easily manage and model your white label SMAs from inside ProductRex.
Asset look through.
Platform-specific fees.
Toggle between static and actual asset allocations.
Easy sharing between your practice or licensee.
Available in your ProductRex account, right now. Check out the video below to learn more
White label SMAs have been on every licensee's roadmap this year, and the tooling really has lagged behind the demand. Asset look-through and toggling between static and actual allocations are exactly the pain points we've been patching together with spreadsheets, so modelling platform-specific fees natively is a genuine step forward. Curious how it handles multi-platform accounts under one model. Off topic, but once I finally log off at night I've been grinding horror endings — The False Sun endings site maps all 20 with unlock guides. Nice launch.
Managing white label SMAs has needed better tooling for ages, so ProductRex’s asset look-through, platform-specific fees, and static vs actual allocation toggle sound genuinely useful. Sharing across a practice or licensee is the detail that will save ops teams hours. For advisers comparing models after a long day, a quick mental reset can help; I’ve been using Poople Answer for endless word ladders when I need a short break. Curious whether the allocation toggle can be exported to client reporting.
Great to see white label SMA management finally getting proper tooling. Asset look-through and platform-specific fees were always the parts that ate up my whole week, so being able to toggle between static and actual allocations in one place is a genuine quality-of-life win. Sharing models across a practice or licensee should help keep everyone consistent, too. On a lighter note, when I need a quick mental reset between rebalances, I've been wasting time on this World Guesser game — World Guesser game.
Great timing on this release. White label SMA support has genuinely been the bottleneck lately — doing look-through by hand in spreadsheets, then reconciling platform-specific fees line by line, was eating hours every week. Toggling between static and actual allocations inside one workflow is what really matters for reporting accuracy, and easy sharing with the licensee side kills a lot of back-and-forth email. Off-topic, but after a long day of allocation modelling I decompress with low-poly racing; https://playpolytrack.com/guides/polytrack-beginner-guide finally stopped me crashing into every wall.
If you're evaluating different wiki solutions, checking out the platform's starting point can help you quickly assess whether the interface matches your workflow. The design is uncluttered, which often means less time configuring and more time writing. Worth a visit if you value simplicity.