ProductRex’s Post

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.

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.

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