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 add a new client in Diversiview:
1. Locate The New Client Option:
- The New Client option will now be visible in the navigation bar at the top of your Dashboard.
2. Creating A New Client:
- Once you click on ‘New Client’, a pop-up will open that will allow you to create a new client.
- Once you’ve entered your client’s email address and name, click the
button to save the changes. The new client will be added to your client list.
For instructions on how to create a portfolio for your client to analyse and optimise in Diversiview, click here.
Ready to analyse and optimise your client’s investment portfolio? Log in or sign up to your account today and get invaluable insights.