WEBINARS   |   Support   |   Client Login
Tel0333 939 8270 Twitter LinkedIn
Your Portfolio Build & Review Solution


Upcoming Events

Tuesday 20th February, 10am – Fastrak Rebalance Reporting

  • How to start a report
  • The differences between a Rebalance Report & a Review Report – examples of both will be run
  • How to exclude a Wrapper from the Rebalance but still include it in the valuation.
  • The Review Process including Holding & Rebalancing against Model Portfolios
  • Bed & ISA recommendation

This session will take about ½ an hour with time for questions at the end, this is still a relatively simple session but you will need to be familiar with Fastrak.