Rask Invest is now available inside the app for authenticated users at app.rask.au/rask-invest.
What you can see
- The Rask Invest portfolio hub
- Each published portfolio page
- Live model holdings and weights
- Shared FAQ sections managed once for all portfolio pages
- Performance widgets, key facts, portfolio documents, and guides
- Professional investor and portfolio manager profile images where available
How it works
Our team manages each model portfolio in one place. The same model data is then used for:
- personal advice portfolio matching
- financial plan outputs
- the in-app Rask Invest portfolio pages
That means when staff update a model portfolio, the published Rask Invest page uses the same live holdings data.
Staff can also control which supporting sections appear on each portfolio page. For example, a portfolio may show documents and key facts but hide the shared FAQ section for a specific strategy.
Access in v1
In this first release, Rask Invest pages are available to authenticated app users. Additional membership and paywall controls may be added later.