ProductRex’s Post

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.

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.

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