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Nick Topham
Jul 7, 20221 min read
NEW: Changes to family fee linking
I'm guilty. I hid a very often-used feature, one which appears in over half of all scenarios, and one which no other product comparator...
87 views
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Nick Topham
Jun 23, 20221 min read
NEW: Addition to ProductRex Report
Earlier this week we implemented some changes to the report output you get from ProductRex (the document you get when you click the big...
120 views
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Nick Topham
Jun 16, 20221 min read
NEW: Managed Account Partner Program
Before I started ProductRex I put together a list of things that advisers hated about their research systems. A lot of it was pretty...
70 views
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Nick Topham
May 19, 20221 min read
NEW FEATURE: Scenario Locking
Today we've launched brand new functionality that allows you to lock scenarios for audit and compliance purposes. Simply click the "Lock...
19 views
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Nick Topham
May 12, 20221 min read
NEW FEATURE: Platform Matching
I hated demoing rebalances. Every time someone asked me how it could be done, I died a little inside. We could handle them, no worries,...
62 views
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Nick Topham
Apr 7, 20221 min read
NEW FEATURE: Platform Ratings
Exciting new functionality available today with an Australian first for ProductRex. THE PROBLEM ----------------- I ran a survey, asking...
52 views
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Nick Topham
Mar 3, 20221 min read
NEW INTEGRATION: HUB24
An eagerly anticipated piece of new functionality this week with what is a very popular platform amongst our users, HUB24! You can now...
63 views
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Nick Topham
Feb 17, 20221 min read
NEW INTEGRATION: Macquarie Wrap
What would a week be without an integration post from ProductRex? Big one today with Macquarie Wrap joining the ranks. This functionality...
61 views
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Nick Topham
Feb 10, 20221 min read
NEW INTEGRATION: IOOF Essential/eXpand
Another week, another integration! This time with IOOF eXpand and Essential products. A nice clean integration that actually allows you...
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Nick Topham
Feb 1, 20221 min read
NEW INTEGRATION: MLC Wrap
First integration launch for the year and the SIXTH platform integration with ProductRex. ProductRex users can now import data directly...
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Nick Topham
Dec 14, 20211 min read
UPGRADE: Scenario Duplication
Software isn't always about the flashy updates. They're fun to code and implement, but sometimes it's the more mundane core functionality...
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Nick Topham
Nov 30, 20211 min read
NEW INTEGRATION: Praemium
Lucky last integration number 5 for November is with Praemium! This is our first direct API integration with a platform provider and it's...
98 views
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Nick Topham
Nov 24, 20211 min read
NEW INTEGRATION: FirstWrap
Another integration for November! ProductRex users can now import data directly from FirstWrap into their ProductRex scenarios. Just grab...
42 views
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Nick Topham
Nov 8, 20211 min read
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...
29 views
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Nick Topham
Nov 2, 20211 min read
NEW INTEGRATION: MyNorth
The first of MANY integrations coming this November is with North! You can now import entire platforms from North/MyNorth (and some older...
57 views
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Nick Topham
Oct 20, 20211 min read
NEW FEATURE: Feature Badges
BIG new functionality release today that people have been asking about for a long time! Feature comparisons are here! I wanted to steer...
48 views
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Nick Topham
Oct 7, 20211 min read
FEATURE UPGRADE - Platform Masking
I ran a poll last week, and it turns out 75% of adviser's don't show platform names to a new client before an SoA. Our advisers rave...
33 views
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Nick Topham
Sep 29, 20211 min read
NEW FEATURE: Rebalance Mode
I don't think anyone likes doing rebalances. But they're a regular occurrence and something we see a lot of in ProductRex. We've got a...
50 views
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Nick Topham
Sep 24, 20211 min read
NEW FEATURE: Investment Swaps
"What if the recommended investments aren't available on the alternative platform?" It's a question I get asked in just about every...
34 views
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Nick Topham
Sep 17, 20211 min read
NEW FEATURE: Client Mode
Product research as a presentation tool? It was unheard of. I never expected ProductRex to be used that way. But it turns out, if you...
58 views
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