New Feature: Brokerage Integration

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New Feature: Brokerage Integration

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New Feature: Brokerage Integration

Learn More

New Feature: Brokerage Integration

Learn More

Client & Compliance Management made effortless

Client & Compliance Management
made effortless

Client & Compliance Management made effortless

Automate the tedious aspects of your firm with Vyser to save 60% of your time and focus on what matters most

Book Your Demo

Trusted by over $50M in assets under administration within 6 weeks of launching

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

Trusted by over $50M in assets under administration within 6 weeks of launching

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

Trusted by over $50M in assets under administration within 6 weeks of launching

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

Trusted by over $50M in assets under administration within 6 weeks of launching

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

AUM

$29,432,532.25

+84% this month

Revenue

$18,500

+47% this month

Clients

1,457

+24% this month

Completed tasks

Pending tasks

Noah S.

Gift request

$5,000 - $10,000

Approved

Thomas F.

Outside Business Activity

$150,000 - $250,000

Flagged

View Commissions

Weekly ⏷ Commission

$9,478.14

Weekly ⏷ Volume

$1,675,931.23

View All Orders

Total Fees

$9,627

$30M$29M

$28M

$27M

$26M

$25M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Daily

Weekly

Monthly

Yearly

Client Management

Learn More

Provide a tailored
client experience.

From analytics, to customized management, to tailored portfolio generation, Vyser has everything you need to exceed client expectations.

Simplified Client Management

View & manage all of your clients' accounts from one dashboard

Client

Linked Accounts

Aggregated AUM

AUM

Eli Offerman

Eli O.

Client since 4/18/2024

$410,743.20

Sophia Rodriguez

Sophia R.

Client since 11/27/2023

$215,544.18

James Monroe

James M.

Client since 11/27/2023

$570,874.63

Eve Jaffe

Client since 1/8/2024

$950,150.16

Tailored Portfolio Construction

Leverage Vyser's AI to construct custom models, portfolio optimizations, and tax loss harvesting tailored to each client

You

Summarize my last meeting with Barbara Weaver and create portfolio recommendations based on her feedback & goals

Vyser AI

Barbara Weaver discussed her discomfort with current market conditions and mentioned her interest in allocating more into bonds. Here are 3 models that reflect her current objectives & risk tolerance.

Simple Analytics

Empower your choices with insights derived from our real-time data streams.

$30M

$29M

$28M

$27M

$26M

$25M

$30M

$29M

$28M

$27M

$26M

12:00AM 01:00AM 02:00AM 03:00AM 04:00AM 05:00AM 06:00AM 07:00AM 08:00AM 09:00AM 10:00AM

Total AUM

Week

Month

Weekly

Monthly

Yearly

Daily

YTD

1 yr

Seamless Client Onboarding

Don't leave the team behind and easily invite unlimited team members onboard.

Pending Invitations

Rob Baynham

rob@vyser.ai

June 18, 2024

Rob Baynham

rob@vyser.ai

June 18, 2024

Automated Compliance

Learn More

Automate almost any compliance task

Vyser helps compliance teams save over 65% of the time it used to take to manage the tedious aspects of running your firm

Trade Monitoring

Easily link employee investment accounts once to set up automated reporting, pre-clearance, and any necessary reviews

Noah Sullivan

Noah S.

Sales

$35,000.00

Approved

Alexander Reed

Alexander R.

Analyst

$210,500.00

Flagged

Thomas Freeman

Thomas F.

CIO

$50,000.00

Rejected

Communications Review & Archiving

Archiving and state of the art AI-powered review for email, instant messaging, and calls

Marketing Review & Archiving

Archiving and state of the art AI-powered review for all forms & platforms for marketing

Attestations & disclosures

Track, approve, and log political contributions, gifts, and outside business activities

Noah Sullivan

Gift request

$5,000 - $10,000

Approved

Alexander Reed

Political contribution request

$25,000 - $50,000

Approved

Thomas Freeman

Outside business activity

$150,000 - $250,000

Flagged

Customer Stories

Learn More

Scale your firm faster & with more ease than ever.

Vyser is the real deal - but don't just take our word for it.

Vyser is a game changer for client management, and the new compliance features are amazing
David Hochman
Lead analyst @ Rioco
Amazing product & great team! Try out the product, make money, and share feedback
David Cohen
Founder & CEO @ Techstars
Vyser is an exceptional product with a strong team behind it. Couldn't recommend more.
Robert Powell
Founder & CEO @ Altgate

Vyser is a game changer for client management, and the new compliance features are amazing
David Hochman
Lead analyst @ Rioco
Amazing product & great team! Try out the product, make money, and share feedback
David Cohen
Founder & CEO @ Techstars
Vyser is an exceptional product with a strong team behind it. Couldn't recommend more.
Robert Powell
Founder & CEO @ Altgate

Vyser is a game changer for client management, and the new compliance features are amazing
David Hochman
Lead analyst @ Rioco
Amazing product & great team! Try out the product, make money, and share feedback
David Cohen
Founder & CEO @ Techstars
Vyser is an exceptional product with a strong team behind it. Couldn't recommend more.
Robert Powell
Founder & CEO @ Altgate

The Vyser product has replaced multiple services we had been using for quite some time, and solves every pain point I need
Michael Lawler
CIO @ Susquehanna Family Office
Vyser is changing the game. Really easy to use.
Tanya Frias
Founder @ Wealthmore
Vyser shines with its innovative approach to wealth-management, designed to be incredibly user-friendly & time saving
Mohammad Ouhadi
CFO @ Forecastr

The Vyser product has replaced multiple services we had been using for quite some time, and solves every pain point I need
Michael Lawler
CIO @ Susquehanna Family Office
Vyser is changing the game. Really easy to use.
Tanya Frias
Founder @ Wealthmore
Vyser shines with its innovative approach to wealth-management, designed to be incredibly user-friendly & time saving
Mohammad Ouhadi
CFO @ Forecastr

The Vyser product has replaced multiple services we had been using for quite some time, and solves every pain point I need
Michael Lawler
CIO @ Susquehanna Family Office
Vyser is changing the game. Really easy to use.
Tanya Frias
Founder @ Wealthmore
Vyser shines with its innovative approach to wealth-management, designed to be incredibly user-friendly & time saving
Mohammad Ouhadi
CFO @ Forecastr

The Vyser product has replaced multiple services we had been using for quite some time, and solves every pain point I need
Michael Lawler
CIO @ Susquehanna Family Office
Vyser is changing the game. Really easy to use.
Tanya Frias
Founder @ Wealthmore
Vyser shines with its innovative approach to wealth-management, designed to be incredibly user-friendly & time saving
Mohammad Ouhadi
CFO @ Forecastr

The team at Vyser has been impressive. I'm excited to be a supporter & advisor to the company
David Magerman
Ex Renaissance Technologies
I truly believe in Vyser's platform and approach for investors to share data-driven strategies.
Ram Boreda
VP of Product @ Egnyte
Great to see a product like this. Huge time saver and unlock for IAs.
Henry Davis
CIO @ Alphavision

The team at Vyser has been impressive. I'm excited to be a supporter & advisor to the company
David Magerman
Ex Renaissance Technologies
I truly believe in Vyser's platform and approach for investors to share data-driven strategies.
Ram Boreda
VP of Product @ Egnyte
Great to see a product like this. Huge time saver and unlock for IAs.
Henry Davis
CIO @ Alphavision

The team at Vyser has been impressive. I'm excited to be a supporter & advisor to the company
David Magerman
Ex Renaissance Technologies
I truly believe in Vyser's platform and approach for investors to share data-driven strategies.
Ram Boreda
VP of Product @ Egnyte
Great to see a product like this. Huge time saver and unlock for IAs.
Henry Davis
CIO @ Alphavision

The team at Vyser has been impressive. I'm excited to be a supporter & advisor to the company
David Magerman
Ex Renaissance Technologies
I truly believe in Vyser's platform and approach for investors to share data-driven strategies.
Ram Boreda
VP of Product @ Egnyte
Great to see a product like this. Huge time saver and unlock for IAs.
Henry Davis
CIO @ Alphavision

Account management

Learn More

Integrate seamlessly.

Aggregate all of your clients' investment accounts with AES-256 level encryption to gain access & control to assets outside of your custody

Book Your Demo

Integrations

Interactive Brokers

Charles Schwab

Etrade

Import existing model →

Browse model marketplace →

Create new model →

Model Utilization

Learn More

Any model, using any datapoint, for any asset class

Import your existing models, find one off the shelf, or create a new model from scratch using our creation tools.
Any datapoint is within reach, for any publicly traded asset.

Book Your Demo

Solutions

Learn More

Solutions that make a difference.

We've engineered features that will actually make a difference to your business.

Seamless Onboarding

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Seamless Onboarding

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Seamless Onboarding

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Account Aggregation

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Account Aggregation

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Account Aggregation

Access, manage, and automate all your clients' investment accounts in one comprehensive dashboard

Automated Review & Archiving

Simple, automated archiving & review for marketing & communications - easily connected to the apps you already use

Automated Review & Archiving

Simple, automated archiving & review for marketing & communications - easily connected to the apps you already use

Automated Review & Archiving

Simple, automated archiving & review for marketing & communications - easily connected to the apps you already use

Automated Reporting

Generate and schedule fully customized, detailed reporting based on firm/client requirements & expectations

Automated Reporting

Generate and schedule fully customized, detailed reporting based on firm/client requirements & expectations

Automated Reporting

Generate and schedule fully customized, detailed reporting based on firm/client requirements & expectations

Trade Monitoring

Automated trade & attestation monitoring across employee accounts, generating custom reporting, clearance, and flagging

Trade Monitoring

Automated trade & attestation monitoring across employee accounts, generating custom reporting, clearance, and flagging

Trade Monitoring

Automated trade & attestation monitoring across employee accounts, generating custom reporting, clearance, and flagging

Vyser AI

Leverage powerful AI to generate custom models, portfolios, and strategies tailored to individual client suitability & objectives

Vyser AI

Leverage powerful AI to generate custom models, portfolios, and strategies tailored to individual client suitability & objectives

Vyser AI

Leverage powerful AI to generate custom models, portfolios, and strategies tailored to individual client suitability & objectives

Pricing

Learn More

Pricing that makes sense.

The most competitive pricing for the most impactful wealthtech solutions

Monthly

Annual

Save 40%

Learn More

Standard

$249/month

Comprehensive client management software for account aggregation

Sign Up

Billed in one annual payment.

Including:

Integrations with 30+ brokers

Access to premade portfolios + models

Standard portfolio analytics

Automated reporting

Up to 2 team members

Manage up to 10 clients

Pro

$399/month

Complete client & compliance management suite for firms that want to provide maximum value.

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Access to all compliance tools

Custom portfolio + model creation tools

Advanced portfolio analytics

Custom reporting + CRM integration

Unlimited team members

Unlimited clients

Monthly

Annual

Standard

$249/month

Comprehensive client management software for account aggregation

Sign Up

Billed in one annual payment.

Including:

Integrations with 30+ brokers

Access to premade portfolios + models

Standard portfolio analytics

Automated reporting

Up to 2 team members

Manage up to 10 clients

Pro

$399/month

Complete client & compliance management suite for firms that want to provide maximum value.

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Access to all compliance tools

Custom portfolio + model creation tools

Advanced portfolio analytics

Custom reporting + CRM integration

Unlimited team members

Unlimited clients

Monthly

Annual

Standard

$249/month

Comprehensive client management software for account aggregation

Sign Up

Billed in one annual payment.

Including:

Integrations with 30+ brokers

Access to premade portfolios + models

Standard portfolio analytics

Automated reporting

Up to 2 team members

Manage up to 10 clients

Pro

$399/month

Complete client & compliance management suite for firms that want to provide maximum value.

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Access to all compliance tools

Custom portfolio + model creation tools

Advanced portfolio analytics

Custom reporting + CRM integration

Unlimited team members

Unlimited clients

Used by global powerhouses like

FAQs

Learn More

You ask, we answer.

Still have questions?
Reach out to our support team, 7 days a week.

Vyser builds investment products with the objective to help investment advisors approach markets smarter & with less hassle.

Vyser does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. Investments in securities are subject to risk. Read all related documents before investing. Investors should also consider all risk factors and consult with a financial advisor before investing.

Company

Solutions

For advisors

For family offices

Legal

New

Client & Compliance Management made effortless

Client & Compliance Management made effortless

Client & Compliance Management made effortless

Client & Compliance Management made effortless

Book Your Demo

Book Your Demo

Book Your Demo

Book Your Demo

Provide a tailored client experience.

Provide a tailored client experience.

Simplified Client Management

Tailored Portfolio Construction

Simple Analytics

Seamless Client Onboarding

Automate almost any compliance task

Trade Monitoring

Communications Review & Archiving

Marketing Review & Archiving

Attestations & disclosures

Scale your firm faster & with more ease than ever.

Scale your firm faster & with more ease than ever.

Integrate seamlessly.

Integrate seamlessly.

Integrate seamlessly.

Book Your Demo

Any model, using any datapoint, for any asset class

Book Your Demo

Solutions that make a difference.

Solutions that make a difference.

Seamless Onboarding

Seamless Onboarding

Seamless Onboarding

Account Aggregation

Account Aggregation

Account Aggregation

Automated Review & Archiving

Automated Review & Archiving

Automated Review & Archiving

Automated Reporting

Automated Reporting

Automated Reporting

Trade Monitoring

Trade Monitoring

Trade Monitoring

Vyser AI

Vyser AI

Vyser AI

Pricing that makes sense.

Pricing that makes sense.

Standard

$249/month

Sign Up

Integrations with 30+ brokers

Access to premade portfolios + models

Standard portfolio analytics

Automated reporting

Up to 2 team members

Manage up to 10 clients

Pro

$399/month

Sign Up

Access to all compliance tools

Custom portfolio + model creation tools

Advanced portfolio analytics

Custom reporting + CRM integration

Unlimited team members

Unlimited clients

Standard

$249/month

Sign Up

Integrations with 30+ brokers

Access to premade portfolios + models

Standard portfolio analytics

Automated reporting

Up to 2 team members

Manage up to 10 clients

Pro

$399/month

Sign Up

Client & Compliance Management
made effortless

Provide a tailored
client experience.

Provide a tailored
client experience.