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Portfolio Builder |
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- The Portfolio Builder is designed to provide flexibility when creating client portfolios
- You can use the Portfolio Builder in association with Lonsec Model Portfolios to create portfolios using Lonsec's recommended asset allocations and weightings according to the selected risk profile
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- Alternatively, you can select your own products and weightings
- All associated documents are then available at a single keystroke, ready for client reviews
- You can set up and save your own portfolios, by client or by risk profile
back to Managed Funds
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