Vyzer im Vergleich zu Portseido Nutzung und Statistiken

Vyzer: Your Complete Wealth Management Hub Track, optimize, and grow your wealth with Vyzer - from alternative investments to life insurance — all in one place. The ultimate financial management app for individuals and families with diverse assets, Vyzer serves as your single source of truth for comprehensive wealth oversight. Start for FREE today! Key Features: Unified Dashboard: See all your wealth in one place, from investments to bank accounts and life insurance. AI-Powered Tracking: Automatically sync data from investor portals, emails, and reports LP Investment Tracking: Easily manage hard-to-track LP investments. Performance Monitoring: Compare projections with actual performance over time. Cash Flow Analysis: Plan for capital calls, distributions, and more: Portfolio Insights: Uncover new opportunities and optimize your strategy Secure Collaboration: Share custom access with family or advisors Community Benchmarking: Gain peer insights and discover opportunities anonymously Why Choose Vyzer? Designed for Complex Portfolios: From stocks to alternatives, we handle it all Time-Saving Automation: Say goodbye to complicated spreadsheets Family-Friendly Interface: Ensure everyone understands your financial picture Cost-Effective: Save thousands compared to traditional wealth management services Bank-Level Security: Your financial data safe and protected with advanced encryption and security 100% Free to Start: Begin managing your wealth at no cost Vyzer simplifies wealth management for US investors. Our AI-powered platform gathers data from multiple sources, providing you with a clear, up-to-date view of your entire financial life. Join thousands of families who've revolutionized their wealth management with Vyzer. Download now and start optimizing your financial future — for free!
  • Apple App Store
  • Kostenlos
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A powerful portfolio and dividend tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. Have your investments under control from your mobile device. Track all investments in one place, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance, and more. TRACK ALL INVESTMENTS IN ONE PLACE - Cover over 70+ stock exchanges, 20,000+ ETFs, and Cryptos - Display in any currency in the world - Aggregate multiple portfolios and easily switch between them - Easy to set up TRACK YOUR DIVIDENDS - Automatically add dividends - Track historical dividends - Manage and plan your future dividends MANAGE YOUR ASSET ALLOCATION - See how your portfolio is allocated - Monitor how each position performs - Track your average cost over time MEASURE PORTFOLIO PERFORMANCE - Measure your performance against your preferred benchmarks - Track your return with Simple Return, Time-Weighted Return (TWR) and Money-Weighted Return (MWR) - See your performance in any period
  • Apple App Store
  • Kostenlos
  • Finanzen

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Portseido

Dezember 17, 2024