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Model Portfolios

What are Model portfolios?

FirstNet Adviser model portfolios are an online service which allows you to create and simultaneously maintain model portfolio for multiple clients. By grouping a selection of investment options into a model portfolio you can streamline client portfolio construction.

Model portfolio service also allows you to automate the bulk transacting process allowing you to more efficiently service your clients.

To gain in-depth training on model portfolios, you can start our online training module or download the training manual.