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Description
Clockwork Universe serves as a digital investment hub for private markets, aggregating a variety of alternative investments such as private equity, venture capital, direct private transactions, operating companies, syndicate or SPV deals, real estate, public equities, cash holdings, collectibles, and more within one comprehensive platform. The platform enhances portfolio oversight through a dynamic dashboard that integrates both quantitative and qualitative insights, managing transactions at individual holdings and portfolio levels, tracking opportunities with investment profiles, and organizing pipelines with tagging while offering custom metrics for each holding alongside overall portfolio performance metrics. Among its innovative features are Suggested Updates, which leverage AI to extract valuable insights from unstructured inbox information, a Chrome extension facilitating effortless data capture from sources like LinkedIn and Crunchbase, and a chat function tailored for portfolio collaboration that fosters focused discussions around investments. Additionally, this platform not only streamlines data management but also empowers investors with tools that enhance decision-making and strategic planning.
Description
All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.
API Access
Has API
No
API Access
Has API
No
Integrations
Agora
No
AppFolio Investment Management
No
Charles Schwab
Yes
Crunchbase
Yes
Docusign
Yes
Gmail
Yes
Google Chrome
Yes
IMS
No
InvestNext
No
Juniper Square
No
Integrations
Agora
Yes
AppFolio Investment Management
Yes
Charles Schwab
No
Crunchbase
No
Docusign
No
Gmail
No
Google Chrome
No
IMS
Yes
InvestNext
Yes
Juniper Square
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free
Freemium model.
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clockwork
Founded
2016
Country
United States
Website
www.clockwork.app/
Vendor Details
Company Name
Vyzer
Country
United States
Website
vyzer.co
Product Features
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
