Interactive Portfolio can help your financial services firm bridge the gap between where you are and where you want to be by giving your firm a distinct advantage in this rapidly changing market place. Our portfolio management system is one of the most progressive and comprehensive programs ever put together for investment professionals. Whether you’re at the development stage of your career or an established firm looking to enhance client satisfaction and retention, our program can give you the competitive edge you're looking for!
A subscription to Interactive Portfolio provides you with everything you need to navigate through the complexities of investing and to manage your clients' portfolios easily and effectively. Our expert team of market analysts, technicians, and investment strategists offers decades of experience, equipping you with proven investment strategies and model portfolios that deliver absolute returns in any market.
Your subscription gives you unlimited access to all of our progressive investment strategies and ETF model portfolios. Depending on your clients' investment objectives, you can follow one or all of our model portfolios. When you subscribe, you will instantly be sent an email containing your personal username and password to log into the site. You will also be added to our email list and will receive timely Action Alerts whenever changes are made to any of the portfolios.
Monthly and annual subscriptionsinclude Free Support and a Free 14 Day Trial, giving you plenty of time to become familiar with our website, progressive investment strategies, and model portfolios. If at any time during this trial period our program does not meet your expectations, you may cancel your subscription and no charges will be incurred. However, we are confident you will see this as not only a great value proposition, but also as a smarter, better way to invest.
Your Subscription Gives You Access to all of the Following:
|Flex AdvantageTM Tactical Allocation ETF Portfolios||Proven Risk Management Strategies|
|Alpha Absolute Return Strategy ETF Portfolio||Defensive Strategies Protocol Phase l|
|Enhanced Return Equity & Income Strategy ETF Portfolio||Defensive Strategies Protocol Phase ll|
|Global-Macro Dynamic Allocation Strategy ETF Portfolio||Defensive Strategies using Options|
|Vanguard Tactical Rotation Strategy ETF Portfolio|
|Additional Fee for Service Options|
|Platform & Portfolio Migration||Access to our Options Trading Desk|
|Portfolio Customization||Consulting on an Hourly or Contract Basis|