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 individual client portfolios. For instructions on how you can add a new client in Diversiview, click here.
1. Filter Analyses By Client:
- In your Diversiview dashboard, 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.
- You will see the portfolios that have been created for this client. For an in-depth guide on how to create a portfolio for a client, 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 into accurate asset allocation.