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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 this week

Hey there, thanks for joining us!

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

Step 1

Use our Vault. The Vault is where you upload any type of financial document. This can be a spreadsheet, an investment statement, an investment agreement - anything goes into our Vault. You can access it from the Vault section in your left sidebar or by clicking + Add Asset and selecting "Import from files."

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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