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Description

FinX equips decision-makers with the essential intelligence needed to thrive in ever-changing markets. By examining market trends, establishing industry standards, and identifying potential opportunities, FinX delivers vital information to enhance insights. Its real-time financial data platform enables the development of robust risk management strategies. This forward-thinking approach allows organizations to confidently address uncertainties, protecting their investments while enhancing overall performance. Ultimately, FinX serves as a crucial partner in driving informed decision-making and strategic growth.

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

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

Agora
AppFolio Investment Management
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro

Integrations

Agora
AppFolio Investment Management
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mobius Knowledge Services

Founded

2019

Country

India

Website

xtract.io

Vendor Details

Company Name

Vyzer

Country

United States

Website

vyzer.co

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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Alternatives

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