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What is Vyzer?

Your entire investment management requirements can be fulfilled through a single comprehensive platform. This online solution is specifically designed for Limited Partnership investors, providing efficient portfolio tracking. It allows for the careful analysis of financial documents and seamless integration of various investment accounts. Users can generate and export detailed reports effortlessly, while automated transaction tracking ensures that all activities are monitored in real-time. Vyzer prioritizes high-level security measures to safeguard your confidential information. By offering a secure environment, Vyzer enables investors to enjoy transparency and clarity regarding all their holdings through an integrated, user-friendly dashboard. With AI-driven, unbiased insights, users can optimize returns not only on traditional investments but also on real estate syndications, private equity, and cryptocurrencies. Vyzer stands out as the sole digital wealth platform that merges public and private investment performance tracking with essential financial planning tools, projections, and soon, benchmarking capabilities into one robust solution. This innovative approach simplifies the process of managing and tracking your financial assets effectively. Ultimately, Vyzer empowers investors to take control of their financial future with confidence.

What is SigFig?

SigFig makes top-notch investment advice accessible and affordable for investors from various financial backgrounds. Utilizing an innovative combination of modern design, advanced data analytics, and technology, SigFig empowers users with crucial insights and assistance to achieve their personal financial goals. Our partnerships with prominent global financial institutions showcase our dedication to both innovation and quality. Furthermore, SigFig simplifies the experience for clients seeking investment advice while allowing advisors to provide it through sophisticated digital tools. We are leading the charge in revolutionizing banking with our all-encompassing digital investment advisory services, which are readily available across web platforms, mobile devices, and in-branch settings. Discover the benefits of creating a smart, tax-efficient, and diversified portfolio at a fraction of the cost compared to traditional advisors. It is important to consider whether high fees, misaligned allocations, and insufficient diversification could adversely affect your investment performance. Additionally, our intuitive platform includes features that enhance the ease of tracking and managing your investment portfolio efficiently, ensuring you stay on top of your financial journey. With SigFig, you're not just investing; you're investing wisely.

Media

Media

Integrations Supported

Agora
AppFolio Investment Management
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro

Integrations Supported

Agora
AppFolio Investment Management
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

0.25% per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vyzer

Company Location

United States

Company Website

vyzer.co

Company Facts

Organization Name

SigFig

Date Founded

2007

Company Location

United States

Company Website

www.sigfig.com/site/#/home/am

Categories and 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

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