Using the ProductRex Integration

👤 Who

Role Type Required: Any

❗A ProductRex license is required in order to use this integration. Cost; $25 p/m exc. GST per adviser (added to your iff subscription).

ℹ️ What do you need

This guide assumes that you have completed the setup steps, if not please review the ProductRex setup guide prior to reviewing the below.

📌 What is the ProductRex Integration

We’re excited to partner with ProductRex, a company at the forefront of making product comparisons easier. ProductRex offers a focused system for managing your superannuation and investment product advice. By integrating with ProductRex, we’re enhancing the way you produce advice, making it more efficient and straightforward.

There are 3 key integration points with ProductRex:

1. iff will send the Clients Name and Risk Profile to ProductRex to create a Scenario
2. From within iff, you can then retrieve the completed recommendations
3. This data will merge key information from your ProductRex scenario to your iff advice document

The below video provides a demo of the integration.

📺 ProductRex Integration Video