Vyzer’s latest updates are designed to save you time, help you make smarter decisions, and connect you with top-performing GPs, sponsors, and operators. With AI-powered onboarding and curated investment opportunities backed by real performance data, managing your portfolio and optimizing your financial strategies has never been easier—or more effective.
Vyzer now features a dedicated section showcasing carefully curated investment opportunities from top-performing GPs, sponsors, and operators.
For investors seeking to diversify their portfolios, finding high-performing opportunities often means sifting through incomplete or unverified data. Vyzer’s Deal Flow, centralizes exclusive opportunities, giving you access to the insights, live events, and materials needed to invest with confidence.
Onboarding just became smarter. Vyzer’s integration of OpenAI-powered APIs processes and analyzes your financial files, instantly building your portfolio. It handles various file formats and structures seamlessly, delivering results with speed and accuracy.
Manual onboarding can cost valuable time. Vyzer’s AI-driven system gets you started faster, enabling you to focus on decisions instead of data entry.
📌 Get Started with AI Onboarding→
Vyzer introduces robust tools to streamline capital call tracking and reporting, empowering better planning and decision-making.
Private market investors often juggle multiple commitments across funds, making tracking challenging. Vyzer’s new tools offer clarity and precision so you can confidently manage capital allocation.
📌 Streamline Capital Commitments Tracking →
Vyzer now supports a flexible non-amortized loan category, tailored to accommodate the most complex terms.
Complex loan management requires tools that adapt to your unique terms. Vyzer offers unmatched flexibility, helping you track and manage loans seamlessly while keeping your financial records organized and up to date.
📌 Manage Complex Loan Structures →
Vyzer introduces the DPI metric, measuring fund performance by comparing distributions to contributions.
Understanding fund returns is key to optimizing reinvestment strategies. DPI offers a clear view of your fund performance, providing greater confidence in evaluating contributions and distributions.
Add transparency to fund performance and measure returns with confidence.
At Vyzer, we’re always working to make managing your portfolio easier and more effective. Here’s a sneak peek at what’s coming soon:
Explore the latest updates today to simplify onboarding, streamline reporting, and discover new opportunities for your portfolio.
📌 Discover Vyzer’s Latest Features→
At Vyzer, our mission is to empower investors with cutting-edge tools and insights for efficient, secure, and personalized financial management. We continuously strive to enhance our platform, ensuring that you have access to the most advanced features and functionalities to streamline your investment operations. In this June product update, we’re excited to share the latest improvements designed to elevate your experience and provide you with even more control over your financial landscape.
Vyzer’s Role Management feature facilitates efficient and secure portfolio management, making it ideal for clients who wish to enhance their investment oversight by inviting trusted partners into their financial landscape.
Inviting Collaborators to Your Portfolio
Whether you’re looking to involve a spouse, financial advisor, or tax professional, Vyzer’s Role Management allows you to seamlessly grant access to your portfolio with customized permissions. You can assign roles such as Admin, Editor, or Guest, each providing different levels of access and control:
This controlled access ensures that your financial data remains secure while benefiting from collaborative insights and expertise.
We’ve upgraded our Exit Flow feature to streamline how sales, exits, closures, and investment terminations are handled across different asset types. Here’s how this benefits you:
Managing your cryptocurrency investments is now more intuitive and robust:
We’ve improved our integration with financial institutions to enhance your experience:
We’ve made significant improvements to the mobile web experience to ensure a seamless interface across all devices. These enhancements include:
Advanced Portfolio Allocation: Soon, you’ll be able to allocate your portfolio by holding entity, risk, liquidity, sponsor, and more, with the added flexibility to create custom categories. This feature will also allow for the creation of custom asset classes, giving you the flexibility to tailor and organize your data to suit your specific needs. This enhancement is designed to provide you with greater control and precision in managing your investments, enabling a more personalized and detailed approach to portfolio management.
We’re excited for you to experience these updates! For any questions or feedback, please reach out to our support team. We value your input and look forward to helping you make the most of these new features.
We’re thrilled to unveil a major upgrade to the Vyzer wealth management experience. By joining forces with Akoya, we’re offering Fidelity account holders unprecedented efficiency in investment tracking and management, underscored by our unwavering commitment to security, innovation, and user-centric solutions.
For too long, users of financial apps have grappled with the challenges of syncing bank accounts. The frustrations are all too familiar: the need to repeatedly resync accounts, endure unstable connections, and deal with balances that fail to update. These issues not only disrupt the user experience but also cast doubt on the reliability of managing finances digitally.
Fidelity’s shift to a more secure, OAuth-based method for data sharing—moving away from traditional screen scraping—reflects a deep commitment to customer privacy and data security. Vyzer has proactively integrated Akoya as our third financial data aggregator, ensuring our platform leads the way in secure, transparent, and stable financial data management.
The integration with Akoya directly addresses the frustrations of financial app users. With Vyzer, Fidelity account holders can now enjoy:
The evolution towards secure data sharing hasn’t been without its challenges. The financial industry’s journey from screen scraping to secure, OAuth-based integrations underscores the complexity of modern financial data management.
For users, the key factors often include the security of their data, how much trust they place in the fintech service, and the convenience of the authentication process. We’ve seen various approaches to this challenge:
Screen scraping involves programmatically collecting screen display data from one application and translating it into another. In the context of web services, it often means extracting data from web pages by mimicking a web browser’s actions.
Direct API authentication involves directly using an application’s API keys or credentials to access its services. This method typically requires the application to handle usernames and passwords or other forms of credentials directly.
OAuth is an open standard for access delegation, commonly used to grant websites or applications access to information on other websites but without giving them the passwords. It allows users to authenticate with an external service provider, granting the application a token to access specific information.
From an end-user perspective, the choice between these methods for accessing financial data to use a fintech service involves balancing ease of use, security, and the range of data accessible. OAuth generally offers a good mix of security and user-friendly authentication, making it a preferred option for many.
Vyzer’s integration with Akoya exemplifies our proactive approach to navigating these industry-wide changes, ensuring our users benefit from the most advanced, secure data sharing methods available today.
The shift in Fidelity’s policy away from screen scraping underlines the industry’s broader move towards financial data security. Vyzer’s swift adoption of Akoya’s technology not only aligns with these new standards but sets a benchmark for a secure, transparent, and frustration-free investment tracking experience.
This milestone is just the beginning of our journey to elevate Vyzer’s capabilities continually. We aim to ensure you have the most sophisticated tools for efficient, secure wealth management.
Link your Fidelity accounts with Vyzer through Akoya today and elevate your investment management experience.
For any questions or assistance, our team is ready to support you. Contact us at Hello@vyzer.co for personalized help.
We’re excited to introduce new features in our latest update that significantly enhance stocks tracking. These updates are designed to give you greater control and deeper insights into your investment portfolio performance, particularly for tracking both stocks and private holdings. We’ve listened to your feedback and are thrilled to bring you these improvements.
Managing individual stocks just got a whole lot easier! You can now add stock data to your Vyzer account for both US and international stock markets. This eliminates the need for syncing with brokerage accounts through third-party services. From stocks and ETFs to bonds and more, we’ve got it covered. You can add it one by one, specifying details like the number of shares and the exchange they’re listed on. Plus, we’re keeping you updated with prices on a frequency ranging from hourly to daily!
Introducing our newest feature: Add individual stocks to your Vyzer portfolio, from worldwide markets.
Analyze your stock investments with newfound depth. Get comprehensive insights, encompassing total cost (cost basis) calculations, gains, performance metrics, and average stock price. It’s not just data, it’s the knowledge you need for informed decisions.
We’re taking data visualization to the next level. Our enhanced visualization layers offer a holistic view, detailing everything from the number of shares to performance indicators. A clearer, more informative display means a better grip on your financial narrative.
Keeping track of stock transactions is now easier than ever. Whether you’re buying more shares, selling existing ones, or recording grants and dividends, our new Stock Events feature ensures you never miss a detail.
Our enhanced search functionality and the new ability to filter stocks using ticker names mean you can find what you’re looking for faster and more efficiently. Whether you’re holding stocks via different platforms like eTrade, Robinhood, or traditional banks, see all your stocks in one aggregated view. Simplify your analysis and ditch the constant platform-hopping; with Vyzer, all your stock data is seamlessly in one place.
Unified View, Simplified Search: See all your stocks across different platforms in one aggregated snapshot with Vyzer.
Looking ahead is integral to effective financial management. With that in mind, we’re introducing the capability for you to set up a contribution schedule for your Public Markets accounts. Seamlessly track and oversee your investment activity, ensuring you’re always a step ahead in your financial journey.
Introducing “Investment Account”—a feature that lets you group and manage any asset under a customized account. You can also filter stocks and other investments based on these containers, making your investment analysis even more streamlined.
Tailored Investment Management: Introducing the all-new Investment Account feature, where every asset finds its place.
To get a firsthand experience on how to utilize these new features, check out our YouTube tutorial. It’s a quick guide to help you navigate and make the most out of Vyzer’s latest additions.
While our latest updates are designed to elevate your experience, at Vyzer, we never stop innovating. Here’s a little sneak peek into what’s coming: the introduction of a New Cash Value life insurance asset class. So stay tuned as we work on giving you even more comprehensive financial management options.
We’re continually striving to improve your experience and broaden your investment management possibilities. As always, your feedback is invaluable to us, so please keep it coming.
Vyzer’s Dashboard: Instant View of Your Finances
In our quest to deliver the best wealth management experience, we’re thrilled to introduce updates that give you enhanced control and adaptability. The ability to customize your distribution schedule brings an unprecedented level of flexibility to your investment planning. Considering the ever-changing nature of distribution amounts and times, this flexibility is vital for effective wealth management. We wanted to provide you with the most adaptable solutions that respond to these fluctuations, and our latest updates do exactly that.
We are excited to announce two major enhancements: the New Distribution Schedule and Enhanced Distribution Classification.
Our New Distribution Schedule allows you to take full control of your wealth management journey. Select from custom or preset calendar distribution periods (monthly, quarterly, and more) for flexible investment scheduling.
Our upgraded Expected Annual Cash Return table further simplifies the process, allowing you to plan intricate schedules by incorporating multiple distribution periods with varying amounts. Also, when you label distributions as reinvested, it will automatically recalculate and adjust your investment value and expected distributions. This provides up-to-the-minute insights into your portfolio’s growth.
Vyzer’s Target (Expected) Distribution Schedule
Complementing the New Distribution Schedule, our Enhanced Distribution Classification differentiates between Return ON Capital and Return OF Capital.
Why is this important?
Accurately distinguishing between the two types of distributions offers you several benefits:
Mark Distribution Return ON / OF Capital.
Together, these features are designed to empower you with greater control and deeper insights into your investments. They enhance your decision-making capabilities, and simplify the complex landscape of wealth management. With Vyzer, managing your financial future has never been more intuitive or efficient.
In our quest to continuously improve our members’ experience, we’re delighted to share that we have introduced two new email notifications to Vyzer. These updates are designed to help you stay updated on your portfolio activities, ensuring you never miss out on important events:
At Vyzer, we’re constantly working on new wealth management updates to enhance your experience. Our commitment to providing the ultimate digital platform means we always have exciting improvements in the pipeline. Here’s a sneak peek at two major updates coming your way next month:
Stay tuned for these exciting updates and more, as we continue to enhance our platform to provide you with the most efficient tools for managing your finance and investments.”
Till the next update, happy investing!
Lior, Head of Product at Vyzer
It is no secret that there has been sizable growth in the availability and accessibility of alternative investments over the past decade. They are a phenomenal way to diversify your portfolio and potentially generate higher returns (of course, although early-stage private investing offers the most investment opportunities, it is also very risky).
Based on feedback from our amazing community at Vyzer, many of you are already involved in alternative investing.
Data shows that one of the major alternative asset classes that Vyzerians are investing in, is Private Companies (startups and traditional businesses). You may be investing in them directly, through crowdsourcing platforms, or by way of venture capitalists.
Because one of our strategic goals at Vyzer is to give you, the customer, a 360-degree view of your diverse portfolio, we work hard to stay ahead of trends like these, so that we can support the variations of asset classes and categories of your investments.
We have a full list of features representing our customer’s needs, and we are excited to add them to Vyzer! In an effort to roll them out in the fastest way possible, while still maintaining the highest level of detail, we prioritize the development of these features based on what our customers need most.
Private Company investing is one of the fastest-growing asset classes that our customers are adding to their portfolios—topping our list for feature development.
Now … this user-friendly feature is ready for you!
Vyzer’s new Private Companies asset class feature allows investors to:
Indicate the fund or platform used to invest in the Private Company (i.e. bank, brokerage account, digital platform such as iAngels or OurCrowd, etc.).
Vyzer’s new feature also provides statistics and metrics on each Private Company investment including:
Remember, as in every Vyzer asset class, creating and updating a Private Company investment can be fully automated via the Vyzer Magic Box (so, you won’t be spending your time manually inputting and maintaining data).
Here is an example of how the Private Companies asset class feature appears in Vyzer:
In addition to the Private Companies asset class feature, we have also recently released the following Vyzer features and upgrades:
Distribution Reinvested (used when the distribution from a pooled investment trust is automatically reinvested in that trust): We added a new type of event to the Managed Funds asset class that allows you to automatically mark your distributions as “reinvested.”
Brokerage Account Breakdown: Vyzer is now retrieving and displaying the specific holdings of your brokerage account from synced institutions, providing deeper insights into the account’s performance.
Redesign of Hero Metrics and Notifications: The new look of these metrics and notifications makes it easier to track your investments.
Events Layout: This new grid view is a lot easier to navigate, displaying all past and future events in a more convenient way.
Loan Section Improvements: A “connected” item is now seen on the liability side of the Loans page, as well on the asset side.
Stay tuned for product upgrades in the Crypto sector. And, finally, remember that you can always submit New Feature requests via the Chat Box at the bottom right of your Vyzer account!
See you soon.
Until then, we will keep working to make Vyzer the best wealth management platform out there!
Lior
Did you know that your feedback on Vyzer is pure gold to us?
Well, it is!
In fact, your feedback helped launch our newest product feature: the Asset Ownership Percentage. This feature allows Vyzer to present the most accurate metrics for investments you hold with others.
Before I elaborate more on this important feature, I’d like to introduce myself.
Lior Karol, Head of Product
My name is Lior Karol, and I am Vyzer’s Head of Product. Before joining Vyzer, I led products in different types of companies, from startups to corporates, mainly in the venture capital and cross-border payments industries.
At Vyzer, my job is to ensure our product, the Vyzer platform, meets the needs of our customers while delivering the best user experience. I feel privileged to have these responsibilities and to be a part of Vyzer’s disruption of the wealth management sector.
I love working with the amazing people at Vyzer (who have become my second family). We all have one goal: to build the most valuable product experience for our customers!
The company itself is very product-driven, this means we focus on solving our customers’ pain points, providing a great user experience (UX), and creating value-driven features.
Your input is invaluable to helping us achieve this.
At Vyzer, we base all our forward-looking decisions on the data we receive.
We gather quantitative & qualitative data in many ways. One of the most effective ways is to listen and talk to our customers about their pain points and how Vyzer can help solve them. We are transparent about our design plans, sharing them with our customers, and constantly gathering and implementing their feedback as we build Vyzer.
During the customer interviews we try to understand the following:
These conversations helped us understand the complexity of our customer’s co-investing scenarios. Our customers’ sophisticated portfolio includes everything from real estate syndications to private equity, crypto and traditional investments. These often involve co-investors working through various holding entities and bank accounts.
This understanding led us to add the Asset Ownership Percentage feature to all asset types. Adding this capability now enables you to have a more accurate view of your portfolio and net worth!
As our community grows, we keep learning more and more about our customers.
We have found that you are:
(We have a lot in common, and we are right there with you!)
Learning more about our customers has also changed some of our priorities. For example, understanding our client’s co-investments led us to ramp up the development of our soon-to-come embedded Vyzer community. This new feature will help our customers leverage their co-investing and increase their wealth. (In the meantime, our community communicates through a secure and dedicated Vyzer Discord server.)
The Asset Ownership Percentage feature is the latest in a series of platform upgrades that include:
Stay tuned for product upgrades in the brokerage accounts and private company sectors. We are also improving our transaction suggestion algorithm, adding robust reporting and filtering options, and much, much more.
We can’t wait to roll out these new features, which means, you will be hearing from me again soon. And, I look forward to hearing from you, as well!