Vyzer’s Role Management feature facilitates efficient and secure portfolio management, making it ideal for clients who wish to enhance their investment oversight by inviting trusted partners into their financial landscape.
Inviting Collaborators to Your Portfolio
Whether you're looking to involve a spouse, financial advisor, or tax professional, Vyzer’s Role Management allows you to seamlessly grant access to your portfolio with tailored permissions. You can assign roles such as Admin, Editor, or Guest, each providing different levels of access and control:
Admin: Grants full access, suitable for partners or principal advisors.
Editor: Permits editing and viewing without access to billing information, ideal for financial planners or accountants.
Guest: Offers view-only access, perfect for periodic reviews or specific consultations.
This controlled access ensures that your financial data remains secure while benefiting from collaborative insights and expertise.
Role Management for Family Offices and Wealth Managers
For family offices and wealth managers overseeing multiple client accounts, Vyzer’s Role Management feature streamlines operations by allowing easy navigation between portfolios and tailored access setups. If you’re managing a multi-family office or a wealth manager’s portfolio, this tool is designed to address your specific needs efficiently.
Simplified Account Management: Quickly switch between client portfolios and adjust access as needed without compromising security or control.
For more detailed information on implementing Role Management in family offices or for wealth management use, please contact us to learn how Vyzer can tailor this feature to best suit your operational needs.
Vyzer’s Role Management feature represents our commitment to providing sophisticated, user-friendly tools that empower our clients. By facilitating easier access and collaboration, we help you make more informed decisions and enhance your capacity to manage your wealth effectively. Start using Role Management today to unlock new potentials in your financial management strategy.