Using the Portfolio Manager to identify new opportunities - 30 Aug

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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