Our latest release of online functionality for AustChoice has now been launched and it builds on the share trading functions which were released last year. The latest function to be released is called ‘reweight portfolio’ and allows you to buy and sell managed funds in order to rebalance your clients’ portfolios to appropriate levels.

By changing the percentage of the client’s portfolio that you want each fund to represent, the necessary buys and sells are created for you automatically. You can add new funds to the portfolio, or set existing funds to 0% in order to sell out of them completely. You can even use the new function to adjust the client’s future cash flow strategy if necessary.

Getting started
To help you get started with this new functionality, we’ve created a simple user guide to take you through the process. The attached user guide will help you with the portfolio reweight function, as well as the equity trading functions launched last year. Also attached are answers to some of the questions you may have.

Further information
If you have any questions or would like further information, please contact your DKN Business Development Manager on (03) 9667 0700.