Software Alternatives & Reviews

Tagetik VS Diversiview Online

Compare Tagetik VS Diversiview Online and see what are their differences

Tagetik logo Tagetik

Tagetik offers a unified Corporate Performance Management software solution for budgeting, planning, consolidation, monthly close, and more.

Diversiview Online logo Diversiview Online

Portfolio Analysis and Optimisation software for retail investors and investment advisors.
  • Tagetik Landing page
    Landing page //
    2023-06-15
  • Diversiview Online Landing page
    Landing page //
    2023-11-04

Diversiview is a Portfolio Analysis and Optimisation software that allows investors to analyse and optimise their investment portfolios. It uses state of the art, AI-driven technology on top of Nobel prize winning research from Harry Markowitz, to enable users to check the health and the performance of their portfolios, review the expected risk-return position, view the granular diversification at investment level, and optimise the asset allocation to achieve their financial goals in line with their investment risk tolerance level - all in a few simple steps.

Diversiview is free to use for one portfolio analysis, and it uses a credit points paid system for further analyses and asset allocation optimisations. All Australian, US and Indian securities are available for cross-market analysis and optimisation. More markets coming soon.

Give it a try and analyse your portfolio today! Only by knowing where you stand you know what you can improve.

Diversiview Online

$ Details
freemium AU$49.0 (Credit points (25 points for $49); Subscription available.)
Platforms
AWS Cloud
Release Date
2021 February

Tagetik features and specs

No features have been listed yet.

Diversiview Online features and specs

  • Portfolio Expected Performance Indicators: Yes
  • Diversification at investment level: Yes
  • Diversification rating: Yes
  • Individual exposure (for portfolio containing ETFs): Yes
  • Asset allocation optimisation: Yes
  • Strategy backtesting: Yes
  • Strategy forecasting : Yes
  • Cross-markets analysis: Yes

Tagetik videos

PwC - CCH Tagetik Tax Module

More videos:

  • Demo - 2 min demo: Magazine Library - CCH Tagetik Software Video Demo
  • Review - CCH Tagetik delivered a single source of truth for Talanx - CCH Tagetik Software Customer Video

Diversiview Online videos

Diversiview Intro 2023

More videos:

  • Tutorial - Diversiview - Is High Level Diversification Enough?

Category Popularity

0-100% (relative to Tagetik and Diversiview Online)
Data Dashboard
100 100%
0% 0
Financial Analytics
0 0%
100% 100
Financial Performance Management
Accounting & Finance
0 0%
100% 100

User comments

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What are some alternatives?

When comparing Tagetik and Diversiview Online, you can also consider the following products

Anaplan - Planning & performance management platform

Portfolio Optimization - Portfolio rebalancing and optimization

Adaptive Insights - Cloud-based corporate budgeting, forecasting, and reporting

Riskturn - The first risk-based software dedicated to investment valuation, capital budgeting and project portfolio management. Discover a user-friendly solution for all kinds of businesses.

OneStreamXF - OneStream XF Corporate Performance Management Platform quickly and easily aligns to your business changes by leveraging core financial consolidation, planning, data quality and financial reporting capabilities.

Accounts - Simple. Powerful. Affordable