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
How to Request a VIP Sync for Sponsors, GPs, or Investor Portals Not Listed:
If you're unable to find the sponsor, GP, or institution you want to VIP sync during your search, you can easily request a VIP Sync directly within the platform. Here's how:
Request VIP Sync: After searching for the sponsor, GP, or Investor portal in the search bar, if the desired result does not appear in the list, select the
"Request VIP sync for [name]" option at the bottom of the search results.Fill out the request form: Provide the institution’s details, including the name, website, and a contact person (name and email).
Submit your request: Click "Send request" to submit the form. Our team will review the information and work to add the requested institution to the VIP Sync list.
This feature ensures you can easily request syncing for any sponsor or GP, making it even simpler to keep your portfolio accurate and up-to-date.