Related Products
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About
Our individual financial institution-branded solution is designed to help our clients stay ahead of the competition by adding convenience to their corporate investors' cash management. We deliver a complete end-to-end investment platform catered to the specific research, order placement, and reporting needs of financial institutions and corporate treasurers. Cachematrix's analysis toolsets provide granular insight, flexible grouping, filtering, and sophisticated modeling capabilities. These capabilities were designed to allow the user to build and maintain a portfolio that meets their specific investment objectives. Our platform provides the ability to quickly and easily conduct multi-instrument batch transactions while allowing administrators to control access, define compliance rules, and authorize user permissions.
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About
One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial services and investment firms
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Audience
Professional investors in need of an automated, online solution to manage and track their financial investment portfolio
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
Freemium model.
From $0/m - $149/m Fixed pricing, based on level of financial complexity
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCachematrix
Founded: 2003
United States
www.cachematrix.com/our-platform
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Company InformationVyzer
United States
vyzer.co
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Alternatives |
Alternatives |
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Categories |
Categories |
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Investment Management Features
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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Integrations
Agora
AppFolio Investment Management
Bitergia Analytics
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro
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Integrations
Agora
AppFolio Investment Management
Bitergia Analytics
IMS
InvestNext
Juniper Square
Plaid
RealPage
Salt Edge
SyndicationPro
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