Contact our Help Team if you are a registered professional to get access to the Client Management feature. Once you get access, here is a step-by-step guide on how you can view your client list. For instructions on how you can add a new client in Diversiview, click here.
1. Locate the Settings:
- You can find your Settings in the drop-down menu next to your profile name in the top right-hand corner of your dashboard.
2. Select the clients List Tab:
- In your Settings page, select the ‘Clients List’ tab on the left-hand side.
- Here you can view all your created clients.
- For instructions on how you can add a new client in Diversiview, click here.
Log in or sign up to your account today and start assigning portfolio analyses to your clients.