Vyzer

Vyzer delivers visibility, structure and intelligent workflows to the most intricate wealth portfolios for RIAs, family offices and private investors

Vyzer gives registered investment advisors, family offices, and private investors a single home for tracking and structuring complex wealth portfolios. Positioned in the Finance category, the platform reads financial documents, connects investment accounts and custodians, and turns scattered holdings into organized records that generate performance reports and match expected inflows against actual transactions.

Beyond basic tracking, Vyzer lets users structure portfolios by entity, including LLCs, trusts, and IRAs, and follow co-investments and ownership stakes across partners. Role-based access lets teams and family members work from the same data, and a built-in AI assistant answers questions about the portfolio directly. A separate cash flow module tracks expected distributions and capital calls, models projected inflows and outflows, runs custom scenarios, and monitors historical trends, while the company emphasizes strong security around the sensitive financial data it handles.

The site does not publish specific plan pricing, so its cost structure is unclear from the available information. Investors and advisors juggling multi-entity portfolios can try Vyzer to see how it consolidates their financial picture.

Category: Finance. Pricing: freemium. Visit website

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