ProductRex Financial Product Research Software
Felcorp Support's ProductRex capability for financial product research and analysis. Expertise in product sourcing.
ProductRex Platform Overview
ProductRex is a wealth management and investment platform used by financial adviser firms for client portfolio management, fund administration and performance reporting.
ProductRex capabilities
Felcorp's ProductRex capability is available across these service areas:
Expertise across ProductRex
Our ProductRex teams support the complete wealth management workflow, including:
- Client portfolio setup: Account creation, client onboarding and allocation configuration
- Investment administration: Transaction processing, rebalancing and portfolio reconciliation
- Reporting and analytics: Performance reporting, fee calculations and compliance documentation
ProductRex service delivery
Our ProductRex teams are experienced in supporting both direct insurance and superannuation fund administration workflows. We can manage client accounts across insurance, investment and platform service models, as well as superannuation administration roles covering super, insurance and platforms.
We work closely with adviser firms to understand their specific platform configuration and service delivery model. Whether your practice focuses on individual investment accounts, superannuation administration or a hybrid model combining both, our offshore teams can deliver the administrative support required.
Team capability and flexibility
Our ProductRex teams include fund administrators, paraplanning support and compliance specialists working across multiple seniority and complexity levels. You can build custom team configurations to match your practice size and workflow requirements.
Getting started
To learn more about ProductRex support at Felcorp, contact your account manager or reach out to our support team.
Written by Tobias Fellas, Founder & CEO at Felcorp Support.
