InvestSMART teams up with RaboDirect

financial-planning/

1 March 2017
| By Oksana Patron |
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Australian provider of automated investment advice to retail clients and self-managed super funds (SMSFs), InvestSMART has partnered with RaboDirect to provide its customers with access to portfolio management and investment research tools.

Under the terms of the agreement, RaboDirect’s clients would also be offered complementary access to InvestSMART’s premium suite of product research services over six months.

According to InvestSMART’s managing director, Ron Hodge, the new partnership would be dedicated to those individuals who wished to take a more active role in the management of their wealth.

“Our partnership with RaboDirect means we can provide comprehensive and timely investment information to bank customers wanting to ensure their portfolios are well diversified, and the tools, systems and services to help them to achieve that goal,” he said.

RaboBank Australia is part of the Dutch Rabobank Group, founded as a cooperative, by farmers for farmers.

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