Top Rated Vyzer Alternatives
(14)
4.5 out of 5
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UF
Verified User in Financial Services
Small-Business(50 or fewer emp.)
What do you like best about Vyzer?
Love how its one platform to track all my investments and net worth. Review collected by and hosted on G2.com.
What do you dislike about Vyzer?
Doesnt integrate with some other apps such as Mint. Does not provide enough reports and trends I would like to see. Review collected by and hosted on G2.com.
1 out of 2 Total Reviews for Vyzer
4.5 out of 5
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UF
Verified User in Financial Services
Small-Business(50 or fewer emp.)
What do you like best about Vyzer?
Vyzer has allowed me to ditch my Excel spreadsheets and gives me an intuitive easy to use interface to input and update all of my investments - most importantly, my syndications! I can see all of my investments, sort them, filter them and see where my I am making money, which investments have paid distributions and which haven't. Vyzer asks for feedback and makes changes based on comments from their customers. For someone who is in multiple private real estate syndications, it has been a tremendous time saver - it takes me 30 seconds to input a distribution and maybe a minute to input a new investment. Vyzer is a must-have app for any serious investor! Review collected by and hosted on G2.com.
What do you dislike about Vyzer?
The only downside I have seen is that some parts of the app are not completely built out. They are constantly adding updates and making changes based on user feedback, so this issue isn't around for long. When you ask them to make a change - they either do it immediately or tell you when it will be ready. Review collected by and hosted on G2.com.
There are not enough reviews of Vyzer for G2 to provide buying insight. Below are some alternatives with more reviews:
1
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Betterment at Work provides modern 401(k) and financial benefits for today’s diverse workforce, empowering small-to-medium-sized businesses to attract and retain happy employees.
2
Morningstar Direct
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Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
3
Morningstar Advisor Workstation
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Built for productivity, Morningstar® Advisor Workstationsupports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
4
Koyfin
4.8
(81)
Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
5
Nitrogen
4.1
(70)
Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com.
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Pershing Financial Services
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(58)
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
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eMoney
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Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.
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Backstop Solutions Suite
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Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
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Orion Risk Intelligence
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Start risk conversations off right with next-level business intelligence, risk analytics, and economic research to help you guide each client toward investment strategies that work for them — regardless of what’s happening in the world.
10
Seeking Alpha
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Seeking Alpha is an industry leader in mining the wisdom of the crowds for insights on every topic of interest to investors. It provides analysis, news, and data to stock market investors, via our website and mobile apps. Seeking Alpha is a fun, dynamic, family-like environment, full of intelligent, innovative, and entrepreneurial-minded individuals.
