Vyzer's notification logic is an important function of the platform, as it ensures that members are always up-to-date with their investments' performance and cash flow events. The notification logic is designed to provide timely and relevant updates to members, based on three types of notifications:
Identification of cash transactions - Triggered when Vyzer's AI identifies cash transactions in members' bank accounts that suggest linking them to a specific holding. For example, if a member has an LP investment in a real estate fund that distributes cash every quarter, Vyzer will identify these transactions and notify the member when they have arrived, updating their asset's cash flow performance automatically. This notification ensures that members are aware of their investments' cash flow and can make informed decisions about their portfolio.
Notification of missed cash flow events - Triggered when an expected cash flow event was supposed to occur but hasn't. For example, if a member has not yet received the distribution from the same real estate fund, Vyzer will notify them about this so that they can reach out to the fund manager to inquire about the delay. This notification ensures that members can take proactive steps to address any issues with their investments and prevent any negative impact on their portfolio's performance.
Notification of portfolio invite acceptance - Triggered when a guest invited to access a member's portfolio accepts the invitation. This notification ensures that members have full control over who accesses their account, maintaining the security and integrity of their investment information.
These notifications occur both in the Vyzer web application and via email, ensuring that members can access them in the most convenient way possible.
The notification logic is a crucial component of Vyzer's platform, as it ensures that members are always informed about their investments' performance and cash flow events. By providing timely and relevant updates, members can make informed decisions about their portfolio and take proactive steps to address any issues. The platform's ability to automatically update cash flow performance based on bank transaction data and to notify members of missed cash flow events reduces the administrative burden on investors and provides a streamlined experience.