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How does the onboarding process work?

Two simple steps to kick off your Vyzer experience

Litan avatar
Written by Litan
Updated over 4 months ago

Hey there, thanks for joining us!

We're going to get you started with two simple steps:

Step 1

Use our Magic Box. The Magic Box is where you throw any type of financial document into. This can be a spreadsheet, an investment statement, an investment agreement - anything goes into our Magic Box.

Our AI and team will translate those documents into assets, setting up your portfolio for you.

Step 2

Sync in your bank accounts so that Vyzer can identify transactions and link those transactions to assets, keeping those assets' performance updated live. That's it! You're good to go.

** You can also sync online portals that don't have APIs through our VIP syncing solution

We're here 24/7 to support you throughout the whole process.

Good luck and have fun using Vyzer!

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