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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Bunch provides a comprehensive platform that allows top investors, funds, and founders to conduct transactions and operate securely and efficiently. You can utilize our network of partners or connect with your chosen law firm to facilitate the digital establishment of your entity. Enable your investors to subscribe to your fund online, complete with integrated Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures, as well as electronic signatures for convenience. Our Alternative Investment Fund Manager (AIFM) services help simplify regulatory challenges within your processes. Take advantage of our partners to obtain domiciliation in preferred jurisdictions tailored to your needs. Eliminate the hassle of manual bookkeeping with our automated fund accounting solutions for your funds and Special Purpose Vehicles (SPVs). Generate personalized performance reports and capital accounts to keep your investors informed and engaged. Maintain a proactive approach to your investments, allowing for well-informed decision-making at every turn. Ensure your Limited Partners (LPs) are satisfied by offering a streamlined process and a modern digital experience. Governance voting can be executed directly on the platform, with the ability to securely track outcomes backed by audit logs for transparency and accountability. In addition, our platform fosters a collaborative environment where all stakeholders can access essential information seamlessly.

API Access

Has API

API Access

Has API

Screenshots View All

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

Free
Free Trial
Free Version

Pricing Details

No price information available.
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

Vyzer

Country

United States

Website

vyzer.co

Vendor Details

Company Name

bunch

Country

Germany

Website

www.bunch.capital/product

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

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

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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