Using the Portfolio Manager to identify new opportunities

Track, rebalance and optimize your portfolio with InvestSMART

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 Health Check™ 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

Register here 

 
 
Want to know more about our portfolios? 
Find out more about InvestSMART's range of investment opportunities.
 
 
   
 

 

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