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User Knowledge Base

Portfolio Management

BlueVoyant's portfolio management solution enables clients to create and manage the portfolios they want use to group monitored companies together for easier management. Clients can assign the companies being monitored to these portfolios.

In this section:

During the onboarding process, your organization gives a list of third-party vendors and suppliers, which are mapped to a set of portfolios to show in the portal. Portfolios are used to manage and prioritize vendors as a group, for risk tolerance or your definition of what is important to your organization.