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.