NEW INTEGRATION: Sharesight Pro

Another brand new integration today for ProductRex with Sharesight Pro. Seriously slick this one - a click to connect your account then all of your portfolios just magically appear to import at your leisure.

Big thanks to Leon Lin at Sharesight for bringing everything together and proposing the integration in the first place. A huge time saver for advisers who deal in direct equities and aggregate their holdings through Sharesight Pro.

This integration is available NOW for all ProductRex users, and you can even get a trial of Sharesight Pro if you're not currently using it!

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