ProductRex is a free product research solution for financial advisers, paraplanners, administrators and anyone working in financial planning. ProductRex aggregates user data from third party platforms (such as Sharesight) and offers advisers a way to compare products and fees for Statement of Advice (SoA).
With ProductRex, an adviser can:
- Complete their product recommendations and research.
- Compare asset allocation and fees between products.
- Create easily customisable output that matches their SoA.
- Access data for 400+ super, pension and investment platforms.
ProductRex is the core of an adviser's recommendation workflow, with the system being used before product recommendations have started, during the advice formulation process and directly before implementation of the advice.
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How we work together
Part of generating an SoA is to understand a client's assets and liabilities through multiple channels. The integration partnership between ProductRex and Sharesight makes it easy for financial advisors to import portfolio data directly from Sharesight into their clients' current situation, saving time and costs of manual data entry.
Read the official partnership announcement:
Easily prepare SoAs by connecting Sharesight and ProductRex