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Glacier Invest Smart Portfolio

Unlock the power to invest smarter.

It often seems like financial advisers and portfolio managers operate in two different worlds. That’s why we’re bringing you, the financial adviser, even closer to the investment process with Glacier Invest Smart Portfolio.

World-class customised portfolio management

This revolutionary tool offers world-class customised portfolio management and optimisation, right at your fingertips. It’s about empowering you with exclusive access to the latest fund information and insights, and giving you a space to engage seamlessly with portfolio managers in the rigorous portfolio construction process.

How it benefits you

Here’s how Glacier Invest Smart Portfolio will help you add even more value to your clients:

Up-To-Date Information
UP-TO-DATE FUND INFORMATION: Optimise investment decisions with the latest fund information and research that inform portfolio construction.
Quick Reaction
QUICK REACTION: React to market information faster and more efficiently to seize investment opportunities for your clients.
Customised Reporting
CUSTOMISED REPORTING: Configure up-to-date reports on your wrap funds and portfolios to share directly with your clients.
Effortless Engagement
EFFORTLESS ENGAGEMENT: Collaborate with portfolio managers and work together to construct the best possible investment portfolios.

Access our investment management platform

Engaging with portfolio managers means you’ll get access to our portal where you’ll see how investment decisions impact your investments.

Ready to experience the power of Glacier Invest Smart Portfolio?

Get in touch with your Business Development Manager today to set up a demo.

View the FAQ document

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Glacier Financial Solutions (Pty) Ltd is a licensed financial services provider. The information contained in this document has been recorded and arrived at by Glacier Financial Solutions (Pty) Ltd (FSP) Licence No. 770 in good faith and from sources believed to be reliable, but no representation or warranty, expressed or implied, is made as to the accuracy, completeness or correctness. Past performance is not necessarily a guide to future performance. Performance figures are calculated using net returns (after-fee) of funds but are quoted gross of wrap fund fee. Changes in currency rates of exchange may cause the value of your investments to fluctuate. The value of investments and income from them may therefore go down as well as up, and are not guaranteed. The information is provided for information purposes only and should not be construed as the rendering of investment advice to clients. Glacier Financial Solutions (Pty) Ltd and its’ shareholders, subsidiaries, agents, officers and employees accordingly accept no liability whatsoever for any direct, indirect or consequential loss arising from the use or reliance, in any manner, on the information provided in this document. Total expense ratios (TERs) are calculated quarterly and are accurate at the latest available date quoted on this document, intermediary and LISP fees are client-dependent and therefore not reflected. The wrap fund is made up of registered Collective Investment Schemes. The Minimum Disclosure Document of the underlying funds can be obtained from the respective Managers.

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