ProductRex Integration

Finley + ProductRex: A tech integration that lowers the cost of advice

We built Finley with ProductRex in mind for one clear reason: ProductRex is a free product comparison tool designed to reduce the time and cost of producing compliant advice.

High-quality advice still requires a lot of moving parts—fact finding, objectives, scope, strategy, product research, replacement analysis, projections, fee disclosure, and a coherent Statement of Advice. In most practices, those steps are split across different systems and documents, creating rework, inconsistency, and unnecessary cost.

Finley and ProductRex close that gap by connecting product research to advice production.

ProductRex handles the comparison work advisers must evidence—costs, features, suitability considerations, and replacement analysis support. It gives you clear product-level inputs that can be referenced and explained.

Step 1: Connecting to ProductRex

Click the ‘Me’ icon in the top right to open your user profile

Select Integrations, then click ‘Connect’ in the ProductRex integration

Authorise iComply2

Click Authorize to allow Finley to connect to your ProductRex account

Connection Successful

Once successfully connected, you will be redirected back to Finley and the ProductRex integration status will update the Connected.

You can now use your Product scenarios to pull through to SOA’s.