Klaviyo Multi-Account Management: Portfolio Management - Klaviyo
2026-03-10 19:06 Diff

Streamline multi-account management, work efficiently, and scale winning strategies across all accounts with Klaviyo portfolio.

Work across all your brands and regions in one place

Deeper insights

Get the big picture and all the details

Unlock valuable insights, monitor performance across all your brands, and identify more opportunities with ease.

  • Filter reports by brand or region
  • Map conversion metrics together
  • Create custom reports with one-click export

Faster execution

Quickly scale your winning strategies across accounts

Instantly leverage all your marketing communications and localize campaigns in record time.

  • Clone campaigns and flows
  • Share templates, forms, and segments
  • Easily replicate winning strategies

Better forecasting

Get a clear view of your account usage

Easily manage spending with billing and usage tracking all in one place, adjust your plan limits anytime, and get the most from your budget.

  • Get a billing overview of each account
  • Expand for more details
  • View plan usage across all your Klaviyo products

Simpler operations

Monitor your users and gain peace of mind

From adding and removing account users to setting permissions, you’re always in control.

  • Manage all users and their permissions
  • Create portfolio user roles and permissions
  • Keep security features turned on at the account level

Brands are already simplifying their multi-account management

Additional resources

Frequently asked questions about Klaviyo portfolio

A new account type designed to centralize and streamline the management of multiple brand or regional accounts, and dramatically reduce the need for account switching.