VIP Sync ensures all your financial data - including information from accounts that don't typically sync - is automatically pulled into your Vyzer account, keeping your portfolio up-to-date.
We've created a short video walkthrough to help you understand how to utilize the VIP Sync feature. Simply click below to watch it.
Our VIP syncing service operates as follows, adopting a Family-Office-Type approach:
You sign a document appointing us as an 'Interested Party.'
This document authorizes us to contact the fund or sponsor on your behalf and grants us READ ONLY access to that specific fund's investor portal.
The fund provides us with READ ONLY access to your account.
We continually retrieve data from the investor portal and update the corresponding asset in your Vyzer account.
There are some sponsors that are more cooperative than others. For those sponsors that are less cooperative, it is beneficial when you, as their investor, reach out directly to them to expedite the process.
Here's a list of all the institutions/platforms we currently work with - VIP List
If you'd like to add a new fund to the VIP syncing list, please reach out to us and we'll be happy to accommodate.