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
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The rise of white label SMAs indicates a significant shift in investment strategies, yet the infrastructure often seems inadequate. As we explore how technology has evolved, we must ask if the hype surrounding these new functionalities is warranted or if prior frameworks have been razed to make way for the latest innovations. Are we truly seeing meaningful improvements?
The introduction of new SMA functionality appears to address a growing need for efficient management of white label SMAs. However, it raises questions about how well it integrates with existing systems. The implementation details surrounding Pay ID https://pnmec.org.nz/ could influence user adoption and satisfaction significantly, as seamless transactions are crucial for operational effectiveness.
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