Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Planr is a specialized software designed for private equity firms to effectively monitor their portfolio by integrating scattered data from various sources into a cohesive and reliable operating framework. By consolidating information from spreadsheets, PDFs, board packs, ERP, CRM, and financial systems, it ensures that KPIs and reporting are standardized throughout the portfolio. The software facilitates various functions such as portfolio monitoring, financial and operational reporting, tracking value creation, managing forecasting workflows, and generating reports for boards and limited partners, thereby enhancing performance visibility at the portfolio level. Tailored for private equity operating teams, finance departments, investors, and leaders of portfolio companies, Planr significantly reduces the need for manual data consolidation, streamlines reporting processes, and establishes a trustworthy data foundation across all owned entities. With its user-friendly interface and robust features, Planr ultimately empowers firms to make informed decisions backed by accurate and timely data.
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
No images available
Integrations
Agora
No
AppFolio Investment Management
No
IMS
No
InvestNext
No
Juniper Square
No
Plaid
No
RealPage
No
Salt Edge
No
SyndicationPro
No
Integrations
Agora
Yes
AppFolio Investment Management
Yes
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
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Planr
Founded
2024
Country
Ireland
Website
wwwplanr.com
Vendor Details
Company Name
Vyzer
Country
United States
Website
vyzer.co
Product Features
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