Co-investment option gives investors a clear picture of a sophisticated portfolio.
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.
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!