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 create and manage your clients’ portfolios. For instructions on how you can add a new client in Diversiview, click here.
1. Start A New Portfolio Analysis:
- First step is to start a new portfolio analysis (click here for in-depth guides).
2. Constructing The Portfolio:
- Once you click on
button you will be redirected to the New Portfolio page. - Populate the portfolio with your preferred securities. For in-depth guides on how to construct a portfolio in Diversiview, click here.
3. Select Your Client:
- Once you have populated the portfolio, before you analyse, select your preferred client from the drop-down menu.
4. Analyse The Portfolio:
- Once the client has been selected, analyse the portfolio.
- Within a few minutes, your client’s analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into the portfolio’s asset allocation, risk profile, and potential areas for improvement.
5. Filter Analyses By Client:
- In your Diversiview dashboard, once the analysis is ready, scroll down until you reach your analysis history.
- Here, you can filter all your analyses by client. Select which client’s portfolios you wish to see.
Ready to analyse and optimise your client’s investment portfolio? Log in or sign up today and you’ll be able to manage your client’s portfolios with accurate asset allocation.