Getting started with Provestor

Find everything you need to know to get started with Provestor. Search our guides on using our software to manage your portfolio, or read our articles on common tax deductible expenses.



How do I change my password?

To change your Provestor password:

  1. Click your company name in the top right of the screen 

  2. Select My profile & password

  3. Enter your new password and save

Can I export my records if I need to?

Yes - your company data belongs to you, therefore we have created a comprehensive report centre ⧉ where you can customise and download all your data in various formats, whenever you need it. You can also export invoices, payslips, dividend voucher and minutes in pdf for your records.