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.