Using the Portfolio Manager to identify new opportunities - 30 Aug

Track, improve and optimize your portfolio with InvestSMART

By ·
9 Jul 2017 · 2 min read

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 


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