Don't worry, even if we can't directly sync with a specific investment platform, we've got you covered. For situations like these, we have our VIP sync feature, available on every plan: 1 investor portal on Starter, 3 on Plus, 10 on Premium and unlimited on Elite. VIP sync allows us to automatically pull in your financial data, even from accounts that don't typically sync. This ensures your portfolio on Vyzer is always up-to-date.
In addition, any financial document, statement, spreadsheet, rental agreement, etc., can be forwarded or uploaded into Vyzer's Vault (accessible from your left sidebar or by clicking + Add Asset and selecting "Create from files"). These documents are then processed, and assets are created or updated based on the information provided.
Even without direct portal integrations, Vyzer keeps you in control of your finances and on top of your investment performance.
Here's an updated list of the institutions Vyzer syncs with.