DIGIVEST
Portfolio Management
A professional portfolio management platform to track investments, compare proposals, analyse asset allocation, performance, cashflow, and generate client-ready insights.
Built for advisors, wealth managers and portfolio teams who need clean dashboards, proposal comparison, client reporting and investment analysis.
Track current, proposed and benchmark performance with range selector and interactive graphs.
View monthly cashflow, yield, income trend and proposed portfolio cashflow comparison.
Analyse asset class, asset type, strategy distribution and exposure across client holdings.
Compare existing portfolio with proposed allocation, investment changes and model strategy.
Manage multiple clients, portfolios, investment records, past reports and advisor workflows.
Generate clean portfolio views and client-ready reports for review meetings.
Digivest turns portfolio data into easy-to-understand visual insights. Track allocation, compare proposals, review portfolio performance and identify gaps faster.
Manage the complete advisory journey in one place.
Create client profile and portfolio reference.
Upload or add investments and portfolio values.
Review allocation, performance and cashflow.
Create proposal and compare with current portfolio.
Start using Digivest to manage client portfolios, proposals, performance, cashflow and allocation insights with a clean professional dashboard.