CRM handoff
Move the agreed client, scenario and recommendation context between the CRM and ProductRex without repeated manual entry.
ProductRex API and workflow integration
Connect ProductRex to your advice workflow.
Reduce rekeying and make product recommendation work visible from CRM context through implementation.
Useful extensions around ProductRex.
Research workflow
Show whether product research is waiting, in progress, ready for review or blocked by missing information.
Approval and review
Route recommendation outputs to the correct adviser, paraplanner or compliance review before downstream use.
Advice production
Connect approved recommendation information to the broader document and advice-production process where supported.
Implementation tasks
Create the required application, consent, follow-up and completion work after a recommendation is agreed.
Operational reporting
Track recommendation workload, turnaround, exceptions and implementation status across the team.
System boundary
Decide who owns what before building.
ProductRex
Provides product recommendation and research capability, its product data, application behavior and supported API access.
Luminair
Designs and builds the agreed CRM connection, workflow logic, staff interface, testing and release support.
Your firm
Owns advice judgments, approved products, data quality, users, review controls, acceptance and operational adoption.
ProductRex owns the recommendation work.
The CRM should own the agreed client and relationship context. ProductRex should own its product research and recommendation process. The integration records the handoff, status and returned outcome without blurring those responsibilities.
One product recommendation, connected end to end.
The exact fields and outputs depend on ProductRex access, the CRM and the firm’s advice-production process.
CRM and scenario
The client and relevant scenario context is prepared in the CRM and passed through the agreed integration contract.
ProductRex research
The team completes the product comparison and recommendation work inside ProductRex.
Review and return
The result returns to the agreed CRM or workflow state with an owner, status and any required review.
Advice and implementation
Approved outcomes trigger the relevant advice-production, client communication and implementation tasks.
Integrate the workflow around ProductRex, not ProductRex itself.
Keep research in ProductRex
The integration should not recreate ProductRex product data, comparison or recommendation capability in another application.
Connect the handoffs
Custom work is most useful where teams currently rekey data, chase statuses or manually create the next set of tasks.
Prove the API path
Available endpoints, credentials, data rights, rate limits and support responsibilities are confirmed before scope is final.
Relevant API experience already exists.
Luminair can bring prior ProductRex API and CRM workflow experience to discovery. The public scope remains careful: no vendor partnership is implied, and every live connection is still verified against the firm’s access and current ProductRex support.
A safe integration path
Start with one complete flow, then expand.
Map ownership
Agree which system owns each record, action and approval.
Prove access
Confirm the supported API, permissions, sandbox and vendor constraints.
Build one flow
Deliver the smallest complete client or staff workflow first.
Test and launch
Run business acceptance, security checks, training and release readback.
Focused integration work commonly starts at $7k-$12k + GST.
Connected portals or staff applications commonly cost $25k-$45k + GST. Access, data quality, security and workflow complexity determine the final scope.
ProductRex integration questions, answered plainly.
What does ProductRex do?
ProductRex is a dedicated product recommendation and research system for superannuation and investment recommendations.
Does Luminair replace ProductRex?
No. ProductRex remains the product recommendation tool. Luminair connects its work to the surrounding CRM, workflow and client process.
Has Luminair worked with the ProductRex API before?
Yes. Daniel has prior experience integrating ProductRex API work into CRM and operational workflows. Exact client details remain private.
Which CRM can ProductRex connect to?
The architecture can be considered for Xplan, Salesforce, Practifi, Fin365 and other CRMs, but actual access and record mappings must be verified for each firm.
Can ProductRex results flow into advice documents?
Potentially. The supported data, document process, review controls and vendor interfaces need to be mapped before making that part of the committed scope.
What is a sensible first integration?
Start with one recommendation type and one end-to-end handoff from CRM context through research, review and implementation tasks.
Related advice technology integration pages.
Xplan
Connect client and workflow data to a tailored operating experience.
Explore XplanSalesforce
Build adviser and client workflows around Salesforce records.
Explore SalesforcePractifi
Extend Practifi with a focused portal or adjacent workflow.
Explore PractifiBring the process problem, not a technical brief.
Luminair is independent of ProductRex. Daniel Rickard leads the scope, system boundary and delivery decisions, coordinating with your vendor or implementation partner where access and platform changes need to be agreed.