What are Featured Portfolios in Portfolio Plus?

These portfolios are designed by our investment team to help our clients discover different investment approaches. Once you find a Featured Portfolio that resonates with you, you can easily assign it to one or more milestones. In addition, you can always use a Featured Portfolio as a jumping off point and adjust allocations or add investments to it.

 Featured Portfolios are designed to fully integrate into your WiseBanyan experience. Not only will our software automatically re-balance your portfolio with new deposits and dividends, you can also use WiseHarvesting, Selective Trading, and any of our other premium features across your portfolios. 

To select a Featured Portfolio: Activate the Portfolio Plus package, select Create New Portfolio, choose the Featured tab.

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If you already have the Portfolio Plus package activated, you can see our Featured Portfolios here.

 

 

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