You can easily set up your account or update it with Vyzer's "Vault AI"
Vyzer's Vault is an AI-powered document processing and storage system designed to make setting up and updating your account fast and efficient. Whether you're a new user in the onboarding phase or updating your portfolio on an ongoing basis, the Vault seamlessly turns your uploaded files into structured assets, liabilities, or accounts while providing enhanced document organization and storage.
For New Members and Onboarding
If you're new to Vyzer or currently in the data onboarding phase, Vault AI provides an efficient setup experience by automatically extracting core details from your financial documents, such as assets, liabilities, and accounts.
How It Works:
Upload Your Document: Upload any financial document (e.g., balance sheet, investment tracker, or financial statement) to the Vault. You can access this from the Vault section in your left sidebar or by clicking + Add Asset and selecting "Import from files." Vyzer's Vault AI will analyze the document, automatically identifying essential details like asset name, category, value, and currency.
User Review: Vault AI will create initial items in your portfolio for you to review and approve, allowing you to confirm that all core details are accurate.
Data Verification & Further Analysis: After your approval, the remaining information undergoes a detailed analysis to capture and validate any additional details needed. This step typically completes within 24 hours.
Automatic Updates: Once the verification is complete, your portfolio is updated automatically, and a confirmation email is sent.
For Ongoing Updates
For users updating their Vyzer portfolio, the Vault makes it easy to submit new financial documents for seamless integration into your account. Here's how the process works:
Document Submission: Upload any new financial documents to the Vault (accessible from the left sidebar or + Add Asset → "Import from files"). Vyzer's AI will process these documents within 24 hours to organize any updates or new items in your portfolio.
Data Verification: Once processing is complete, details will be automatically added to your portfolio. A confirmation email will follow, notifying you that updates or asset creation is finalized.
Enhanced Document Organization
The Vault provides improved document storage and organization capabilities, allowing you to:
Access all your uploaded documents in one secure location
Better organize and manage your financial files
Track document processing status and history
Important Information for Document Submission
To ensure accurate processing, please ensure that your documents include:
For Updating Existing Items: Clearly indicate the asset or liability by including a reference, such as the asset's name.
For Creating New Items: Include:
Start Date (e.g., initial investment date)
Initial Value (e.g., original investment amount)
Historical Dates (e.g., contributions or distributions to date)
Expectations (e.g., projected returns, distribution schedules)
For added convenience, you can also email documents directly to secure-import@vyzer.co for Vault processing.
Data Privacy and Security
We use bank-grade security and advanced encryption technologies to protect data privacy. All submitted documents are anonymized and then analyzed either by our LLM (Large Language Model) or, when needed, by our in-house team of analysts. Rest assured, your data is never used to train our LLM model.