New Feature: Brokerage Integration

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New Feature: Brokerage Integration

Learn More

The AWS for
Modern Investment Management

Save countless hours and dollars while providing more personalized investment management

Truly personalized portfolios at scale

Improved client experience

Registered RIA & TAMP

Book Your Demo

Trusted by over $500M in assets under administration

Full Service

Personalization

AI Agents

Custom Strategies

Software that can do anything a professional can even better

Track all client portfolios in one place

Fully automated order execution

1-click, multi-asset trading

Portfolios built for you or customized by you

Get Started

Full Service

Personalization

AI Agents

Custom Strategies

Software that can do anything a professional can even better

Track all client portfolios in one place

Fully automated order execution

1-click, multi-asset trading

Portfolios built for you or customized by you

Get Started

Why Choose Vyser

The industry is evolving.
We help you evolve with it.

Modern clients don't want basket portfolios. We help you provide a hyper personalized client experience (and save you time and money in doing so)

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

Powerful Features

What Vyser does

Discover the tools that will revolutionize the way you run your business.

Broker & custodian agnostic management

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

Integrations

Interactive Brokers

Charles Schwab

Etrade

Import existing model →

Browse model marketplace →

Create new model →

Any model, any datapoint, 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.

Advanced Capabilities

Provide More Value With Less Effort

Our advanced features are designed to give you a competitive edge, ensuring your business runs smoothly and efficiently.

Get Started

Request a Demo

Enhanced Functionality

Better, modern Investment Management

Leverage our enhanced tools to boost productivity and achieve your business objectives with greater precision and ease.

Get Started

Request a Demo

Testimonials

Proudly serving 50,000+ happy end clients

See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.

Get Started

What the team at Surmount has done is truly amazing! I cannot recommend enough!
Chris Brinton
Founder & CEO @ Unknown AI
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to make wealth-building and investing more accessible.
Tanya Frias
Founder & Exec @ Wealthmore
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly.
Mohammad Ouhadi
CFO @ Forecastr
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and marketplace approach for the community of investors to share & access trading strategies.
Ram Boreda
VP of Products @ Egnyte
Great to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars

Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly.
Mohammad Ouhadi
CFO @ Forecastr

Testimonials

Proudly serving 50,000+ happy end clients

See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.

Get Started

What the team at Surmount has done is truly amazing! I cannot recommend enough!
Chris Brinton
Founder & CEO @ Unknown AI
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to make wealth-building and investing more accessible.
Tanya Frias
Founder & Exec @ Wealthmore
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly.
Mohammad Ouhadi
CFO @ Forecastr
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and marketplace approach for the community of investors to share & access trading strategies.
Ram Boreda
VP of Products @ Egnyte
Great to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars

Testimonials

Proudly serving 50,000+ happy end clients

See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.

Get Started

What the team at Surmount has done is truly amazing! I cannot recommend enough!
Chris Brinton
Founder & CEO @ Unknown AI
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to make wealth-building and investing more accessible.
Tanya Frias
Founder & Exec @ Wealthmore
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly.
Mohammad Ouhadi
CFO @ Forecastr
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and marketplace approach for the community of investors to share & access trading strategies.
Ram Boreda
VP of Products @ Egnyte
Great to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars

Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly.
Mohammad Ouhadi
CFO @ Forecastr

Pricing

Learn More

Pricing

Learn More

Pricing

Learn More

Pricing that makes sense.

The most competitive pricing for the most impactful wealthtech solutions

Monthly

Annual

Save 40%

Learn More

Standard

$9,950/month

Comprehensive client management software for firms that want to provide more value to modern clients

Sign Up

Billed in one annual payment.

Including:

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Complete client & marketing management suite for firms that want to provide maximum value while scaling

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

Monthly

Annual

Standard

$9,950/month

Comprehensive client management software for firms that want to provide more value to modern clients

Sign Up

Billed in one annual payment.

Including:

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Complete client & marketing management suite for firms that want to provide maximum value while scaling

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

Monthly

Annual

Standard

$9,950/month

Comprehensive client management software for firms that want to provide more value to modern clients

Sign Up

Billed in one annual payment.

Including:

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Complete client & marketing management suite for firms that want to provide maximum value while scaling

Sign Up

Billed in one annual payment.

Everything in Standard plus:

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

Used by global powerhouses like

FAQs

Learn More

FAQs

Learn More

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

The AWS for Modern Investment Management

The AWS for Modern Investment Management

The AWS for Modern Investment Management

Book Your Demo

Book Your Demo

Book Your Demo

The industry is evolving. We help you evolve with it.

The industry is evolving. We help you evolve with it.

The industry is evolving. We help you evolve with it.

Simplified Client Management

Tailored Portfolio Construction

Simple Analytics

Seamless Client Onboarding

Broker & custodian agnostic management

Broker & custodian agnostic management

Broker & custodian agnostic management

Any model, any datapoint, any asset class

Pricing that makes sense.

Pricing that makes sense.

Standard

$9,950/month

Sign Up

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Sign Up

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

Standard

$9,950/month

Sign Up

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Sign Up

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

Standard

$9,950/month

Sign Up

Broker agnostic connection & management

Access to prebuilt portfolios + models

Automated marketing compliance checks

Automated reporting

Notifications CRM

Up to 2 team members

Pro

$19,950/month

Sign Up

Full access to all marketing tools

Full access to model builders & backtesting

Advanced portfolio analytics

Custom reporting

Marketing CRM

Unlimited team members

You ask, we answer.

You ask, we answer.

The AWS for
Modern Investment Management

The AWS for
Modern Investment Management

The AWS for
Modern Investment Management

The industry is evolving.
We help you evolve with it.

The industry is evolving.
We help you evolve with it.

The industry is evolving.
We help you evolve with it.