NEW Feature: SMA Management

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