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Personal Financial Statement (PFS)
Personal Financial Statement (PFS)
Martin avatar
Written by Martin
Updated over a week ago

Read more about Vyzer's report section here.

In today's dynamic investment landscape, efficiency and precision are paramount. Vyzer's one-click Personal Financial Statement (PFS) feature embodies these qualities, radically simplifying the creation of detailed financial statements. This innovative tool is a game-changer for investors, effortlessly converting extensive financial data into a comprehensive, lender-ready document.

Feature Overview and Value: Vyzer's PFS feature is a testament to the power of simplicity and efficiency. It offers:

  • Instant Transformation: What traditionally took hours to compile, now materializes in moments, ready for any financial opportunity.

  • Precision with Ease: Tailored for the discerning investor, this feature ensures your PFS mirrors the accuracy and depth of your portfolio.

  • Lender-Ready Documents: Crafted to withstand lender scrutiny, your financials are always prepared for the next big step.

Step-by-Step Process:

  1. Access the PFS Section: Log into your Vyzer account and head to the "Reports" section. Select the "Personal Financial Statement (PFS)" option.

  2. Explore Options:

    • Download a Sample PFS: Familiarize yourself with the structure and design of Vyzer’s PFS.

    • Request Your PFS: Opt to generate your personalized PFS based on your Vyzer data.

  3. Secure Delivery: Your custom PFS is emailed within 48 hours, safeguarded with password protection for enhanced security. The password is conveniently located in the same Vyzer section where you requested the PFS.

By integrating this feature, Vyzer continues to empower investors, enabling them to focus on strategic decision-making rather than administrative tasks, thus redefining the landscape of financial management.

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