Before I started ProductRex I put together a list of things that advisers hated about their research systems.
A lot of it was pretty standard. Speed. Accuracy. Quality of output. Ease of use. Low hanging fruit for ProductRex.
But one thing consistently came up as a source of frustration for advisers..
Managed account data.
So today we're launching the ProductRex Managed Account Partner Program!
Basically, we give managed account providers the option to adhere to a very basic regular reporting structure, as well as submit data in a standardised way.
This ensures our users always have access to high quality data, and in return the managed account providers get a beautiful verified "tick" next to their products within ProductRex, letting our users know who is serious about supporting them.
Want your favourite managed account provider to participate? Tag them here