What exactly is the WealthVisual™ inside Vestalyze?
One of the primary features of the Vestalyze platform is our unique dashboard that showcases a user’s total financial picture through visual elements. WealthVisual™ is a dynamic interface that displays a user’s overall economic health through all the main asset classes. You can get a top-level view of all your cash, stocks, options, mutual funds, bonds, real estate, and alternative investments. All data on the WealthVisual™ is derived from your linked financial accounts, and some manual inputs such as alternative investments, and real estate holdings.