Frequently Asked Questions

General Questions

What is InvestSync?

InvestSync is a comprehensive investment portfolio management platform that helps individuals and organizations track, analyze, and optimize their investments. It provides features like portfolio dashboards, investment tracking, document management, reporting, and AI-powered assistance.

Who is InvestSync designed for?

InvestSync is designed for a wide range of users, including individual investors, financial advisors, family offices, and investment managers. Anyone who needs to track and manage investments across multiple accounts, categories, or strategies can benefit from using InvestSync.

How secure is my financial data on InvestSync?

InvestSync takes security seriously. All data is encrypted both in transit and at rest. We use industry-standard security practices, offer two-factor authentication, and implement strict access controls to protect your sensitive financial information.

Can I access InvestSync on mobile devices?

Yes, InvestSync is designed with a responsive interface that works on desktop computers, tablets, and mobile phones. You can access your investment data from any device with a web browser.

Account & Subscription

How do I create an account?

To create an account, visit InvestSync’s sign-up page and follow the registration process. You’ll need to provide your email address and create a password.

What subscription plans are available?

InvestSync offers several subscription plans to suit different needs:

Free: Basic portfolio tracking for individuals
Standard: Enhanced features for serious investors
Premium: Comprehensive tools for advanced portfolio management
Enterprise: Custom solutions for professional investment firms

Visit our pricing page for detailed information on features and pricing.

Can I change my subscription plan later?

Yes, you can upgrade or downgrade your subscription plan at any time. Changes will take effect at the start of your next billing cycle.

How do I cancel my subscription?

To cancel your subscription, go to your Account Settings, select the Billing tab, and click “Cancel Subscription.” You’ll maintain access to your current plan until the end of your billing period.

Features & Functionality

Can I track investments in multiple currencies?

Yes, InvestSync supports multiple currencies and automatically handles currency conversion for portfolio valuation. You can set a base currency for each organization and track investments in their native currencies.

How often is market data updated?

Market data for publicly traded securities is updated every 30 seconds during market hours. Historical data and performance calculations are updated daily.

Can I import data from my brokerage accounts?

InvestSync supports data imports from various sources:

CSV file imports for transaction history
PDF statement parsing for portfolio positions
Direct integrations with select brokerages (premium feature)

Check our integration documentation for details on supported import methods.

How does the AI Assistant work?

The AI Assistant uses natural language processing to analyze your portfolio data and provide insights. It can answer questions about your investments, research market information, and help with financial planning. The assistant accesses your portfolio data to provide personalized responses but doesn’t make investment decisions for you.

Troubleshooting

Why isn't my portfolio value updating?

If your portfolio value isn’t updating, check the following:

Ensure your securities have valid ticker symbols
Verify that all transactions are correctly recorded
Check if the market is currently open
Try refreshing the dashboard page

If problems persist, contact our support team.

I've forgotten my password. What should I do?

If you’ve forgotten your password, go to the sign-in page and click “Forgot password.” Follow the instructions sent to your email address to reset your password.

How do I report bugs or suggest features?

You can report bugs or suggest features by:

Using the feedback button within the app
Emailing our support team at support@investsync.co.nz
Visiting our feedback portal

Why can't I see all my organization's data?

If you can’t see all your organization’s data, it may be due to permission settings. Contact your organization administrator to review your access level and ensure you have the appropriate permissions.

Support

​Frequently Asked Questions

​General Questions

​Account & Subscription

​Features & Functionality

​Troubleshooting

Frequently Asked Questions

General Questions

Account & Subscription

Features & Functionality

Troubleshooting