Over the past few months, we’ve listened to your feedback and have been improving the way you interact with FutureAdvisor recommendations. Here’s a quick preview of what you can expect to see rolling out in the next few days from FutureAdvisor.
Getting more out of our investments requires taking action. Now, the main dashboard of FutureAdvisor focuses on your personalized action plan. The key things you can do to improve your portfolio are front and center. You can still get the more detailed diversification, fees and tax analysis by clicking on those tabs.
Each recommended buy, sell, or hold action now has more detailed explanations. You’ll find more in-depth information on each recommended trade and how it improves your portfolio.
Use this as your guide when you take action to improve your portfolio.
Our sophisticated asset allocation… made simple
Asset allocation is the most important part of realizing consistent returns in a long-term portfolio. In our previous posts on recommendations and small cap/value, we explained how diversification into additional asset classes can help you capture more market returns for your portfolio. We’re now enhancing FutureAdvisor to help you visualize the more sophisticated asset allocation model in a simple way.
Your target portfolio, including all asset classes, can now be viewed and changed in one easy step.
If you’re like most of us, and simply don’t have the time to implement improvements in your portfolio, you can now tell FutureAdvisor to do it for you automatically by upgrading to Premium. FutureAdvisor Premium will also automatically rebalance your portfolio and invest new money you put into your accounts.
We are now opening up quite a few additional Premium beta invites! Simply login and click on “Upgrade to Premium” on your dashboard to see if your invitation is ready.
We hope you’ll love these improvements as much as we do. As always, we’d love to hear from you. Please feel free to reach out to us anytime at firstname.lastname@example.org to give us feedback.