In the past couple of months, there's been more changes to wrap fees than in the last couple of years. The most recent was the Netwealth - See Wealth Differently (ASX:NWL) Core range, reducing its floating fees and adding a bunch of popular SMAs to the menu, including the ever-popular Lonsec GSS and Listed range. How do the fees stack up? You can compare them for free, right now, in ProductRex. Create an account in 30 seconds. Link in the comments.
About us
ProductRex is an Australian SAAS providing product recommendation solutions to financial advisers and their staff. Our aim is to take the difficulty out of formulating product recommendations, and converting those recommendations into a format that can be used -WITHOUT EDITING- in your Statement of Advice. Our focus is on a beautiful, easy and modern system that anyone can use without endless training seminars. We use modern QA practices to ensure our data is second to none and you feel confident in the information you are presenting to your clients. ProductRex is free to use for all financial advisers, paraplanners and support staff. Do you want to know more? >> https://www.productrex.com.au/
- Website
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https://www.productrex.com.au/
External link for ProductRex
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- .
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
Get directions
., AU
Employees at ProductRex
Updates
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White label SMAs have become hugely popular over the last 12 months, and it feels like technology is lagging behind. No more. I'm very excited to announce ProductRex's 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 for all users, for free, right now. Find out how in the comments.
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I thought we'd caught all the major platform integrations, then a new one popped up. ProductRex users can now import data from CFS Edge! Couple of clicks and a valuation report later, and your client data will magically appear ProductRex. Super easy and a great way to review your newly migrated CFS Edge clients. Check out the comments for the full tutorial video.
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Big update today! The first major structural update to ProductRex since we launched 2 years ago. The concept of "Scenarios" in Px was always pretty loose. It could be a scenario for a single person, a couple, or something else. Whatever you wanted really. And that was fine. I've always preferred to let our users run their own race than pigeonhole functionality. But I realised that in order to implement some of the larger enhancements coming later this year, there needed to be an option to better structure your scenarios. So now we have both Clients and Families. Clients own your Scenarios Families own your Clients. It's a much easier way to sort out your scenarios, especially as they start to build up over time, and you have multiple scenarios for individuals. Don't want to use the new functions? You don't have to! But it is in your best interest. Check out the video below