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Vyzer's Product Update: Your New Toolkit for Wealth Management

Lior Karol
Lior Karol
June 1st, 2023
product updates

As we step into the vibrant, sunny days of Summer, we're excited to bring you the newest updates to Vyzer, our comprehensive platform designed to simplify and amplify your wealth management journey. We're constantly striving to provide you with the most efficient and flexible investment management tools. So, what's new in Vyzer this month? Let's dive in.

Vyzer dashboard

Vyzer's Dashboard: Instant View of Your Finances

Introducing the New Distribution Schedule & Enhanced Distribution Classification

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.

New Distribution Schedule
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. Plus, when you label distributions as reinvested, it will automatically recalculate and adjust your investment value and expected distributions, providing up-to-the-minute insights into your portfolio's growth.

Vyzer dashboard

Vyzer’s Target (Expected) Distribution Schedule

Enhanced Distribution Classification
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:

  • Gain a Deeper Understanding: This distinction gives you a more in-depth insight into your investment performance, helping you understand the effectiveness of your strategies.
  • Informed Decision Making: With a clearer view of your returns, you can make more informed decisions about your portfolio's allocation and strategies. This empowers you to manage your wealth more effectively.
  • Optimized Tax Planning: This differentiation also aids in tax planning and reporting. Accurate identification of the type of return can have substantial tax implications, and this feature ensures that you have the right information at your fingertips.
Vyzer dashboard

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.

New Email Notifications for Better Portfolio Management

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:

  • Portfolio Transaction Alerts
    Staying informed about capital calls, liquidation events, and overdue cash flow expectations is vital to effective portfolio management. With our new Portfolio Transaction Alerts, you'll receive timely updates straight to your inbox, enabling you to make quicker, more informed decisions.
  • Portfolio Activity Reminders
    Forget about manually tracking your bank transactions. With our Portfolio Activity Reminders, you'll receive alerts when Vyzer identifies bank transactions that are associated with specific holding.. This feature not only reduces manual tracking but also provides you with a more complete picture of your portfolio activity.

What's Coming Up Next

We always have more enhancements in the pipeline at Vyzer, as we strive to provide you with the ultimate digital wealth management platform. We are excited to share a sneak peek of two major improvements coming your way next month:

  • Connectivity Improvements: Navigating and classifying your bank accounts on Vyzer will be smoother than ever. We're revamping our user interface to provide a seamless experience that makes account management effortless.
  • VIP Sync: Next month, we'll introduce an innovative service where you grant our team read-only permission to your online portals. Our team will then automatically update all your data from various accounts into Vyzer. This tailored service is designed for those needing a more personalized approach to managing their wealth.

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