SyndicationPro

SyndicationPro

SponsorCloud
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About

On SyndicationPro's real estate investor portal, Investors can view a digital PPM and deal documents, invest via multiple profiles, and eSign to invest. Users can also access investment updates and distribution updates through a simple user interface. Our real estate investor portal software allows investors to track their investments across different profile types, generate investment reports, and download all offering and tax documents. Lower operational overhead on investor relations. Make yourself available, digitally, 24/7, 365 days a year! Deliver an effortless experience that won’t confuse or deter even your most tech-challenged investor. Thousands of investments later, we have perfected the investor experience to ensure they can find exactly what they need and do what they set out to do with ease. This saves you time as fundraising for your real estate syndications is seamless and investors remain happy and confident in your process.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Investors and real estate agencies in need of a real estate investor portal to manage their data

Audience

Professional investors in need of an automated, online solution to manage and track their financial investment portfolio

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Freemium model.
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

SponsorCloud
United States
syndicationpro.com

Company Information

Vyzer
United States
vyzer.co

Alternatives

Alternatives

IMS

IMS

RealPage

Categories

Categories

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Integrations

Agora Not Supported
Airtable Supported
AppFolio Investment Management Not Supported
ClickFunnels Supported
Discord Supported
Dropbox Supported
Facebook Supported
Facebook Ads Supported
Gmail Supported
Google Calendar Supported
IMS Not Supported
Juniper Square Not Supported
Meta Ads Supported
Plaid Not Supported
RealPage Not Supported
Salt Edge Not Supported
SyndicationPro Not Supported
Trello Supported
Typeform Supported
Vyzer Supported

Integrations

Agora Supported
Airtable Not Supported
AppFolio Investment Management Supported
ClickFunnels Not Supported
Discord Not Supported
Dropbox Not Supported
Facebook Not Supported
Facebook Ads Not Supported
Gmail Not Supported
Google Calendar Not Supported
IMS Supported
Juniper Square Supported
Meta Ads Not Supported
Plaid Supported
RealPage Supported
Salt Edge Supported
SyndicationPro Supported
Trello Not Supported
Typeform Not Supported
Vyzer Not Supported
Claim SyndicationPro and update features and information
Claim SyndicationPro and update features and information
Claim Vyzer and update features and information
Claim Vyzer and update features and information