Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Receive investment signals customized to your specific needs. Utilize our specialized toolkit to develop and outline investment strategies that facilitate complete automation of your backtesting and portfolio rebalancing activities. Generate reports on performance metrics for the instruments you specify. Set up alerts tied to market movements for your portfolio. We also offer insights into carbon emissions at the portfolio level. With our service, you can access performance ratings for every listed instrument in the collateral pool, enhancing the personalization of the lending experience and boosting confidence in collateral quality. Our platform supports in-app analytics and investment strategies, including performance assessments and historical backtesting, allowing you to generate actionable investment signals. Maintain a competitive edge with tailored analytics designed for each client. Adjust alerts and signals while constructing portfolios that align with individual requirements. Additionally, showcase the ESG and carbon emissions performance at both the instrument and portfolio levels, ensuring a comprehensive understanding of your investments' impact. This holistic approach empowers you to make informed decisions while considering sustainability factors.
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
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
Free
Free Trial
No
Free Version
Yes
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
No
Android App
Yes
Windows
No
Mac
Yes
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)
Yes
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
Stratiphy
Country
United Kingdom
Website
www.stratiphy.io/business
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