Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InveLedger is a sophisticated investment intelligence platform tailored for professional investors, such as private-equity firms, venture-capital teams, family offices, and institutional investors. It aggregates a wealth of data, including portfolio details, profiles of companies and investors, historical investment data, current market activity, and signals for potential opportunities. The platform is designed to facilitate a variety of workflows, such as assessing portfolio exposure, delving into company insights, tracking market trends, organizing essential documents, and accessing analytics that reveal significant relationships and patterns. Highlighted features encompass portfolio oversight, comprehensive investment summaries, detailed reporting, and valuable strategic insights. Additionally, its marketing materials showcase intuitive dashboard views that cover portfolios, documents, team collaborations, and investor discovery tools, with access to the full platform granted through vendor outreach. InveLedger is positioned as an evolving resource aimed at integrating investment data while enhancing research capabilities and informed decision-making processes for its users. The continuous development of its features reflects a commitment to meeting the dynamic needs of the investment community.
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
Screenshots View All
No images available
Integrations
Agora
No
AppFolio Investment Management
No
IMS
No
InvestNext
No
Juniper Square
No
Plaid
No
RealPage
No
Salt Edge
No
SyndicationPro
No
Integrations
Agora
Yes
AppFolio Investment Management
Yes
IMS
Yes
InvestNext
Yes
Juniper Square
Yes
Plaid
Yes
RealPage
Yes
Salt Edge
Yes
SyndicationPro
Yes
Pricing Details
$2,799/6 months
The Essential plan is $2,799 per six months. The Professional plan is $4,999 per six months. Enterprise pricing is custom.
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
No
Live Rep (24/7)
Yes
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
inveledger Global
Founded
2016
Country
United States
Website
www.inveledger.com
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