Diversify and find new opportunities with InvestSMART's Portfolio Manager

Track, improve and optimize your portfolio with InvestSMART

Diversify and find new opportunities with InvestSMART's Portfolio Manager

Wed 27 Sep 2017 (1:00 PM - 1:45 PM AEST)

Join our Product Specialists, Daniel George and Vince Frisina, for an overview of how to use our free online Portfolio Manager.

They will take you through how to add your assets, what the HealthCheck™ feature means, and how to identify opportunities to add further value to your portfolio, with a brief look at InvestSMART’s Separately Managed Accounts (SMAs).

Topics covered include:

  • How to use Portfolio Manager to help you optimize your portfolio
  • How to minimize risk and protect your portfolio
  • The importance of diversification and appropriate asset allocation
  • What are InvestSMART’s SMAs and how can they help you
  • And have your questions answered





 

 

What

Webinar

When

Wed 27 Sep 2017 (1:00 PM - 1:45 PM AEST)