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How InvestSMART Plans to Scale $750m Funds with AI and SMSF Launch

7:04pm on Wednesday 18th of February, 2026 AEDT Financial Services
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How InvestSMART Plans to Scale $750m Funds with AI and SMSF Launch

7:04pm on Wednesday 18th of February, 2026 AEDT
Key Points
  • Funds under management increased to $750 million as of December 2025
  • 15% growth in Professionally Managed Accounts investor numbers during 2025
  • Stable subscriber retention rate of 77% with a recent 20% price increase
  • Strategic focus on platform scalability, AI integration, and SMSF service launch
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