BMO launches digital portfolio service

By Staff | January 18, 2016 | Last updated on January 18, 2016
1 min read

BMO Wealth Management has introduced BMO SmartFolio, a digital portfolio management service from BMO Nesbitt Burns that will provide access to ETFs and portfolio management by a team of experts.

To use the digital service, investors have to answer questions about their objectives and risk tolerance; they’re then matched with one of five ETF portfolios. They’re able to track their performance and transaction history, and the management team monitors their holdings.

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Advisor.ca staff

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.