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BMO InvestorLine launches new portfolio health check tool 04 February 2021

BMO InvestorLine today announced a new digital tool that provides Canadian investors with a complimentary portfolio check-up from the comfort of their home. The new adviceDirect Portfolio Health Check tool empowers investors to measure their portfolio holdings across four key indicators: asset allocation, diversification, security ratings, and risk. Investors are then provided with a report that highlights strengths and aspects of their portfolio they may want to reconsider.

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