Streamlined Portfolio Management

Key Features of Expand’s Portfolio Management

• Set deposit instructions – Easily manage how contributions and rollovers are invested.
• Reweight portfolios – including SMAs, listed investments and managed investments. You can apply the reweight immediately or schedule future automatic reweights.
• Trade with speed – including (for Expand Extra clients) access to Expand Extra’s extensive investment menu, with ready-to-use managed investments able to be analysed and purchased all within Expand.
• Manage cash account preferences – set how cash transactions are processed with options to be able to select dollar or percentage minimums and how the account will be topped up with pro-rata, pecking order or redemption.
• Manage income preferences – control how your clients’ investment income is managed with the ability to reinvest, retain in cash, specify income percentages or deposit into a bank account (investment accounts only).

With Investment Explorer accessible from the toolbar, explore, analyse and review Expand’s investment menu past performance and risk level – powered by integration with Morningstar.

To give you more time to focus on building strong client relationships and exceptional client outcomes, explore Expand’s online trading capabilities in detail - login to IOOF Online or contact your Business Development Manager or Relationship Training Manager.