New Updates Every Week
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Changes & updates.
Changes & updates.
Changes & updates.
We are constantly evolving our offerings based on feedback from our valued customers so you can get the most value out of Vyser.
Jun 28, 2024
Jun 28, 2024
New: Attestations & Disclosures and Improved Dashboards
New: Attestations & Disclosures and Improved Dashboards
New Features
Attestations & Disclosures
Vyser now offers enhanced capabilities for managing attestations and disclosures. This feature simplifies the collection, tracking, and reporting of all required attestations and disclosures from employees and clients.
Why It Matters: Managing attestations and disclosures manually can be time-consuming and prone to errors. Vyser automates these processes, ensuring accuracy and compliance while reducing administrative burden.
Upgraded Dashboards
Vyser has also launched upgraded dashboards, providing a more intuitive and comprehensive view of your compliance and client management activities. These dashboards offer real-time insights and customizable views to better track performance and compliance status.
Why It Matters: Upgraded dashboards enhance user experience by providing clearer, more actionable insights. This allows RIAs to monitor their operations more effectively and make data-driven decisions to improve service quality and compliance.
Improve Your Firm With AI-Enabled Compliance & Client Management
Vyser’s new Attestations & Disclosures feature and upgraded dashboards significantly enhance compliance management and operational efficiency. By automating critical processes and providing better visibility, Vyser helps RIAs ensure compliance and deliver superior client service. Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
New Features
Attestations & Disclosures
Vyser now offers enhanced capabilities for managing attestations and disclosures. This feature simplifies the collection, tracking, and reporting of all required attestations and disclosures from employees and clients.
Why It Matters: Managing attestations and disclosures manually can be time-consuming and prone to errors. Vyser automates these processes, ensuring accuracy and compliance while reducing administrative burden.
Upgraded Dashboards
Vyser has also launched upgraded dashboards, providing a more intuitive and comprehensive view of your compliance and client management activities. These dashboards offer real-time insights and customizable views to better track performance and compliance status.
Why It Matters: Upgraded dashboards enhance user experience by providing clearer, more actionable insights. This allows RIAs to monitor their operations more effectively and make data-driven decisions to improve service quality and compliance.
Improve Your Firm With AI-Enabled Compliance & Client Management
Vyser’s new Attestations & Disclosures feature and upgraded dashboards significantly enhance compliance management and operational efficiency. By automating critical processes and providing better visibility, Vyser helps RIAs ensure compliance and deliver superior client service. Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
New Features
Attestations & Disclosures
Vyser now offers enhanced capabilities for managing attestations and disclosures. This feature simplifies the collection, tracking, and reporting of all required attestations and disclosures from employees and clients.
Why It Matters: Managing attestations and disclosures manually can be time-consuming and prone to errors. Vyser automates these processes, ensuring accuracy and compliance while reducing administrative burden.
Upgraded Dashboards
Vyser has also launched upgraded dashboards, providing a more intuitive and comprehensive view of your compliance and client management activities. These dashboards offer real-time insights and customizable views to better track performance and compliance status.
Why It Matters: Upgraded dashboards enhance user experience by providing clearer, more actionable insights. This allows RIAs to monitor their operations more effectively and make data-driven decisions to improve service quality and compliance.
Improve Your Firm With AI-Enabled Compliance & Client Management
Vyser’s new Attestations & Disclosures feature and upgraded dashboards significantly enhance compliance management and operational efficiency. By automating critical processes and providing better visibility, Vyser helps RIAs ensure compliance and deliver superior client service. Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
New Features
Attestations & Disclosures
Vyser now offers enhanced capabilities for managing attestations and disclosures. This feature simplifies the collection, tracking, and reporting of all required attestations and disclosures from employees and clients.
Why It Matters: Managing attestations and disclosures manually can be time-consuming and prone to errors. Vyser automates these processes, ensuring accuracy and compliance while reducing administrative burden.
Upgraded Dashboards
Vyser has also launched upgraded dashboards, providing a more intuitive and comprehensive view of your compliance and client management activities. These dashboards offer real-time insights and customizable views to better track performance and compliance status.
Why It Matters: Upgraded dashboards enhance user experience by providing clearer, more actionable insights. This allows RIAs to monitor their operations more effectively and make data-driven decisions to improve service quality and compliance.
Improve Your Firm With AI-Enabled Compliance & Client Management
Vyser’s new Attestations & Disclosures feature and upgraded dashboards significantly enhance compliance management and operational efficiency. By automating critical processes and providing better visibility, Vyser helps RIAs ensure compliance and deliver superior client service. Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
Jun 21, 2024
Jun 21, 2024
New: Marketing / Communications Review & Archiving
New: Marketing / Communications Review & Archiving
New Features
AI-Powered Communications Review & Archiving
Vyser now offers enhanced capabilities for reviewing all forms of client communications. This includes emails, instant messaging platforms, and video calls, ensuring every interaction is monitored and archived for compliance purposes.
Why It Matters
This feature ensures that all client communications are properly reviewed and archived, reducing the risk of compliance breaches and enhancing transparency. By automating these processes, RIAs can focus more on client engagement and less on administrative tasks.
With Vyser, you can also turn communication reviews into actionable decisions through building custom models, optimizing and/or rebalancing portfolios, or restructuring tax loss harvesting automation.
Marketing Review & Archiving
Vyser also launched automated reporting tools that compile marketing content & data into pre-reviewed reports
Why It Matters: Automated reporting simplifies the review process, providing clear and concise insights into all client interactions, ensuring that compliance requirements are consistently met.
Efficient Archiving
Our platform provides a seamless archiving solution, making it easy to store and retrieve communications whenever needed.
Why It Matters
Efficient archiving ensures that communications & marketing are always accessible for audits and reviews, enhancing compliance management and reducing the time spent searching for specific documents.
Level Up Your Firm With Vyser
Vyser’s new Marketing & Communications Review & Archiving features provide a robust solution for managing all client communications. These enhancements streamline compliance processes, ensuring that all communications are monitored, archived, and reported efficiently. Explore these features and see how Vyser can transform your compliance management. Visit Vyser.ai for more information and to schedule a demo.
New Features
AI-Powered Communications Review & Archiving
Vyser now offers enhanced capabilities for reviewing all forms of client communications. This includes emails, instant messaging platforms, and video calls, ensuring every interaction is monitored and archived for compliance purposes.
Why It Matters
This feature ensures that all client communications are properly reviewed and archived, reducing the risk of compliance breaches and enhancing transparency. By automating these processes, RIAs can focus more on client engagement and less on administrative tasks.
With Vyser, you can also turn communication reviews into actionable decisions through building custom models, optimizing and/or rebalancing portfolios, or restructuring tax loss harvesting automation.
Marketing Review & Archiving
Vyser also launched automated reporting tools that compile marketing content & data into pre-reviewed reports
Why It Matters: Automated reporting simplifies the review process, providing clear and concise insights into all client interactions, ensuring that compliance requirements are consistently met.
Efficient Archiving
Our platform provides a seamless archiving solution, making it easy to store and retrieve communications whenever needed.
Why It Matters
Efficient archiving ensures that communications & marketing are always accessible for audits and reviews, enhancing compliance management and reducing the time spent searching for specific documents.
Level Up Your Firm With Vyser
Vyser’s new Marketing & Communications Review & Archiving features provide a robust solution for managing all client communications. These enhancements streamline compliance processes, ensuring that all communications are monitored, archived, and reported efficiently. Explore these features and see how Vyser can transform your compliance management. Visit Vyser.ai for more information and to schedule a demo.
New Features
AI-Powered Communications Review & Archiving
Vyser now offers enhanced capabilities for reviewing all forms of client communications. This includes emails, instant messaging platforms, and video calls, ensuring every interaction is monitored and archived for compliance purposes.
Why It Matters
This feature ensures that all client communications are properly reviewed and archived, reducing the risk of compliance breaches and enhancing transparency. By automating these processes, RIAs can focus more on client engagement and less on administrative tasks.
With Vyser, you can also turn communication reviews into actionable decisions through building custom models, optimizing and/or rebalancing portfolios, or restructuring tax loss harvesting automation.
Marketing Review & Archiving
Vyser also launched automated reporting tools that compile marketing content & data into pre-reviewed reports
Why It Matters: Automated reporting simplifies the review process, providing clear and concise insights into all client interactions, ensuring that compliance requirements are consistently met.
Efficient Archiving
Our platform provides a seamless archiving solution, making it easy to store and retrieve communications whenever needed.
Why It Matters
Efficient archiving ensures that communications & marketing are always accessible for audits and reviews, enhancing compliance management and reducing the time spent searching for specific documents.
Level Up Your Firm With Vyser
Vyser’s new Marketing & Communications Review & Archiving features provide a robust solution for managing all client communications. These enhancements streamline compliance processes, ensuring that all communications are monitored, archived, and reported efficiently. Explore these features and see how Vyser can transform your compliance management. Visit Vyser.ai for more information and to schedule a demo.
New Features
AI-Powered Communications Review & Archiving
Vyser now offers enhanced capabilities for reviewing all forms of client communications. This includes emails, instant messaging platforms, and video calls, ensuring every interaction is monitored and archived for compliance purposes.
Why It Matters
This feature ensures that all client communications are properly reviewed and archived, reducing the risk of compliance breaches and enhancing transparency. By automating these processes, RIAs can focus more on client engagement and less on administrative tasks.
With Vyser, you can also turn communication reviews into actionable decisions through building custom models, optimizing and/or rebalancing portfolios, or restructuring tax loss harvesting automation.
Marketing Review & Archiving
Vyser also launched automated reporting tools that compile marketing content & data into pre-reviewed reports
Why It Matters: Automated reporting simplifies the review process, providing clear and concise insights into all client interactions, ensuring that compliance requirements are consistently met.
Efficient Archiving
Our platform provides a seamless archiving solution, making it easy to store and retrieve communications whenever needed.
Why It Matters
Efficient archiving ensures that communications & marketing are always accessible for audits and reviews, enhancing compliance management and reducing the time spent searching for specific documents.
Level Up Your Firm With Vyser
Vyser’s new Marketing & Communications Review & Archiving features provide a robust solution for managing all client communications. These enhancements streamline compliance processes, ensuring that all communications are monitored, archived, and reported efficiently. Explore these features and see how Vyser can transform your compliance management. Visit Vyser.ai for more information and to schedule a demo.
Jun 18, 2024
Jun 18, 2024
Vyser Launches with Simplified Client & Compliance Management
Vyser Launches with Simplified Client & Compliance Management
We’re excited to announce that Vyser has launched with a suite of new features designed to streamline client and compliance management for Registered Investment Advisors (RIAs). Here’s a detailed look at what’s new and why these features are game-changers for your practice.
Unified Account Management
Access, Manage, and Automate All Client Accounts
With Vyser, you can now access, manage, and automate all client accounts, even those outside your custody. This feature centralizes all account management tasks, making it easier to oversee your clients' portfolios from one platform.
Why It Matters: Managing multiple accounts across different platforms can be cumbersome and error-prone. Unified account management simplifies this process, enhancing efficiency and reducing the risk of mistakes, allowing you to provide better service to your clients.
Custom Investment Models
Create Custom Investment Models and Portfolio Optimizations
Vyser enables you to create custom investment models, optimize portfolios, and implement tax loss harvesting strategies either manually or with AI assistance.
Why It Matters: Custom investment models and portfolio optimizations allow you to tailor strategies to each client's specific needs and goals. Tax loss harvesting can help clients reduce their taxable income, increasing their net returns. The ability to leverage AI in this process further enhances precision and efficiency.
Streamlined Client Onboarding
Automate and Simplify Client Onboarding
Our digital-first solution automates and simplifies the client onboarding process. From initial data collection to account setup, everything can be managed seamlessly within Vyser.
Why It Matters: Client onboarding is often a tedious process involving extensive paperwork and manual data entry. By automating these tasks, Vyser reduces the time and effort required to onboard new clients, allowing you to scale your practice more efficiently while ensuring a smooth and professional client experience.
Enhanced Trade Monitoring
Monitor Employee Trades with Ease
Vyser now offers robust features to monitor employee trades, automate reporting, ensure pre-clearance, and flag necessary reviews.
Why It Matters: Compliance with trading regulations is critical to avoid penalties and maintain a reputable practice. Automated trade monitoring and pre-clearance ensure that all trades comply with regulatory standards. By flagging necessary reviews, Vyser helps prevent compliance breaches and supports a transparent trading environment.
Spend Less Time & Money On Client & Compliance Management
Vyser’s latest features are designed to enhance the efficiency and effectiveness of client and compliance management for RIAs. By unifying account management, enabling custom investment strategies, simplifying client onboarding, and enhancing trade monitoring, Vyser helps you focus on what matters most: delivering exceptional service to your clients.
Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
We’re excited to announce that Vyser has launched with a suite of new features designed to streamline client and compliance management for Registered Investment Advisors (RIAs). Here’s a detailed look at what’s new and why these features are game-changers for your practice.
Unified Account Management
Access, Manage, and Automate All Client Accounts
With Vyser, you can now access, manage, and automate all client accounts, even those outside your custody. This feature centralizes all account management tasks, making it easier to oversee your clients' portfolios from one platform.
Why It Matters: Managing multiple accounts across different platforms can be cumbersome and error-prone. Unified account management simplifies this process, enhancing efficiency and reducing the risk of mistakes, allowing you to provide better service to your clients.
Custom Investment Models
Create Custom Investment Models and Portfolio Optimizations
Vyser enables you to create custom investment models, optimize portfolios, and implement tax loss harvesting strategies either manually or with AI assistance.
Why It Matters: Custom investment models and portfolio optimizations allow you to tailor strategies to each client's specific needs and goals. Tax loss harvesting can help clients reduce their taxable income, increasing their net returns. The ability to leverage AI in this process further enhances precision and efficiency.
Streamlined Client Onboarding
Automate and Simplify Client Onboarding
Our digital-first solution automates and simplifies the client onboarding process. From initial data collection to account setup, everything can be managed seamlessly within Vyser.
Why It Matters: Client onboarding is often a tedious process involving extensive paperwork and manual data entry. By automating these tasks, Vyser reduces the time and effort required to onboard new clients, allowing you to scale your practice more efficiently while ensuring a smooth and professional client experience.
Enhanced Trade Monitoring
Monitor Employee Trades with Ease
Vyser now offers robust features to monitor employee trades, automate reporting, ensure pre-clearance, and flag necessary reviews.
Why It Matters: Compliance with trading regulations is critical to avoid penalties and maintain a reputable practice. Automated trade monitoring and pre-clearance ensure that all trades comply with regulatory standards. By flagging necessary reviews, Vyser helps prevent compliance breaches and supports a transparent trading environment.
Spend Less Time & Money On Client & Compliance Management
Vyser’s latest features are designed to enhance the efficiency and effectiveness of client and compliance management for RIAs. By unifying account management, enabling custom investment strategies, simplifying client onboarding, and enhancing trade monitoring, Vyser helps you focus on what matters most: delivering exceptional service to your clients.
Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
We’re excited to announce that Vyser has launched with a suite of new features designed to streamline client and compliance management for Registered Investment Advisors (RIAs). Here’s a detailed look at what’s new and why these features are game-changers for your practice.
Unified Account Management
Access, Manage, and Automate All Client Accounts
With Vyser, you can now access, manage, and automate all client accounts, even those outside your custody. This feature centralizes all account management tasks, making it easier to oversee your clients' portfolios from one platform.
Why It Matters: Managing multiple accounts across different platforms can be cumbersome and error-prone. Unified account management simplifies this process, enhancing efficiency and reducing the risk of mistakes, allowing you to provide better service to your clients.
Custom Investment Models
Create Custom Investment Models and Portfolio Optimizations
Vyser enables you to create custom investment models, optimize portfolios, and implement tax loss harvesting strategies either manually or with AI assistance.
Why It Matters: Custom investment models and portfolio optimizations allow you to tailor strategies to each client's specific needs and goals. Tax loss harvesting can help clients reduce their taxable income, increasing their net returns. The ability to leverage AI in this process further enhances precision and efficiency.
Streamlined Client Onboarding
Automate and Simplify Client Onboarding
Our digital-first solution automates and simplifies the client onboarding process. From initial data collection to account setup, everything can be managed seamlessly within Vyser.
Why It Matters: Client onboarding is often a tedious process involving extensive paperwork and manual data entry. By automating these tasks, Vyser reduces the time and effort required to onboard new clients, allowing you to scale your practice more efficiently while ensuring a smooth and professional client experience.
Enhanced Trade Monitoring
Monitor Employee Trades with Ease
Vyser now offers robust features to monitor employee trades, automate reporting, ensure pre-clearance, and flag necessary reviews.
Why It Matters: Compliance with trading regulations is critical to avoid penalties and maintain a reputable practice. Automated trade monitoring and pre-clearance ensure that all trades comply with regulatory standards. By flagging necessary reviews, Vyser helps prevent compliance breaches and supports a transparent trading environment.
Spend Less Time & Money On Client & Compliance Management
Vyser’s latest features are designed to enhance the efficiency and effectiveness of client and compliance management for RIAs. By unifying account management, enabling custom investment strategies, simplifying client onboarding, and enhancing trade monitoring, Vyser helps you focus on what matters most: delivering exceptional service to your clients.
Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.
We’re excited to announce that Vyser has launched with a suite of new features designed to streamline client and compliance management for Registered Investment Advisors (RIAs). Here’s a detailed look at what’s new and why these features are game-changers for your practice.
Unified Account Management
Access, Manage, and Automate All Client Accounts
With Vyser, you can now access, manage, and automate all client accounts, even those outside your custody. This feature centralizes all account management tasks, making it easier to oversee your clients' portfolios from one platform.
Why It Matters: Managing multiple accounts across different platforms can be cumbersome and error-prone. Unified account management simplifies this process, enhancing efficiency and reducing the risk of mistakes, allowing you to provide better service to your clients.
Custom Investment Models
Create Custom Investment Models and Portfolio Optimizations
Vyser enables you to create custom investment models, optimize portfolios, and implement tax loss harvesting strategies either manually or with AI assistance.
Why It Matters: Custom investment models and portfolio optimizations allow you to tailor strategies to each client's specific needs and goals. Tax loss harvesting can help clients reduce their taxable income, increasing their net returns. The ability to leverage AI in this process further enhances precision and efficiency.
Streamlined Client Onboarding
Automate and Simplify Client Onboarding
Our digital-first solution automates and simplifies the client onboarding process. From initial data collection to account setup, everything can be managed seamlessly within Vyser.
Why It Matters: Client onboarding is often a tedious process involving extensive paperwork and manual data entry. By automating these tasks, Vyser reduces the time and effort required to onboard new clients, allowing you to scale your practice more efficiently while ensuring a smooth and professional client experience.
Enhanced Trade Monitoring
Monitor Employee Trades with Ease
Vyser now offers robust features to monitor employee trades, automate reporting, ensure pre-clearance, and flag necessary reviews.
Why It Matters: Compliance with trading regulations is critical to avoid penalties and maintain a reputable practice. Automated trade monitoring and pre-clearance ensure that all trades comply with regulatory standards. By flagging necessary reviews, Vyser helps prevent compliance breaches and supports a transparent trading environment.
Spend Less Time & Money On Client & Compliance Management
Vyser’s latest features are designed to enhance the efficiency and effectiveness of client and compliance management for RIAs. By unifying account management, enabling custom investment strategies, simplifying client onboarding, and enhancing trade monitoring, Vyser helps you focus on what matters most: delivering exceptional service to your clients.
Explore these features and see how Vyser can transform your practice. Visit Vyser.ai for more information and to schedule a demo.