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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our customized solution, tailored for individual financial institutions, aims to give clients a competitive edge by enhancing the cash management experience for corporate investors. We offer a comprehensive investment platform that addresses the unique requirements of research, order execution, and reporting for both financial institutions and corporate treasury departments. Cachematrix's analytical tools offer detailed insights, customizable grouping, filtering options, and advanced modeling features. These functionalities empower users to create and sustain a portfolio aligned with their distinct investment goals. Additionally, our platform facilitates swift and straightforward execution of multi-instrument batch transactions, while providing administrators with the capability to manage access, establish compliance protocols, and grant user permissions effectively. This comprehensive approach ensures that our clients can navigate the complexities of investment management with ease.

Description

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agora No 
AppFolio Investment Management No 
Bitergia Analytics Yes 
IMS No 
InvestNext No 
Juniper Square No 
Plaid No 
RealPage No 
Salt Edge No 
SyndicationPro No 

Integrations

Agora Yes 
AppFolio Investment Management Yes 
Bitergia Analytics No 
IMS Yes 
InvestNext Yes 
Juniper Square Yes 
Plaid Yes 
RealPage Yes 
Salt Edge Yes 
SyndicationPro Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Freemium model.
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cachematrix

Founded

2003

Country

United States

Website

www.cachematrix.com/our-platform

Vendor Details

Company Name

Vyzer

Country

United States

Website

vyzer.co

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Alternatives

Alternatives

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