The operating system for family offices
Answer your client before they ask.
Your people and your judgment, backed by a platform and a team that keep every family’s balance sheet current.
As seen in
Your clients do not get less because your team is not good enough.
They get less because there are only so many hours in a week, and most of them go into establishing what already happened. That is the constraint we remove.
How the work runs now
You find out at quarter end
- Statements gathered by hand, from portals with no feed and sponsors who have gone quiet.
- A client calls, and someone spends an afternoon reconstructing the answer.
- The wrong line looks exactly like every other line until somebody checks it.
How it runs on Vyzer
You already have it
- Every family’s positions, entities and documents in one place, with the statement behind every number.
- Each family sees its own numbers in its own app, so the routine question never becomes a call.
- Capital calls and distributions are forecast, so the cash is lined up before it is needed.
An office that runs ahead of the quarter
Software keeps the numbers current, a team chases what no feed will send, and your people decide what any of it means.
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You already know
When a family asks, the answer is sitting there with the document behind it.
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The capital call you saw coming
Commitments, calls and distributions across every entity, forecast months ahead.
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Your people do what only people can
Judgment, relationships and the difficult conversation, not retrieving, chasing and reconciling.
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The office grows without the payroll
Take on the next family without hiring for the data work.
What sits underneath
Built for the balance sheets family offices actually run: many entities, a lot of private paper, and the assets that live in nobody’s feed.
Every entity, mapped
- LLCs, trusts and foundations modelled as the ownership chain they really are, with the percentages.
- Every number rolls up to the right person.
- Public and private, real estate, operating businesses, cash and crypto, on one balance sheet.
- A full portal and mobile app for each family, view-only or full access.
Private markets first
- Commitments, capital calls and distributions are first-class, with the cash-flow forecast built from them.
- “When is the next capital call?” gets an answer from the family’s own data.
- Statements and K-1s go into the Vault and come out as positions, with the document kept behind the number.
- When a family needs something bespoke, our team builds the report for you.
Why family offices choose Vyzer
Vyzer helps us manage multiple entities and client portfolios with a level of clarity we didn’t think was possible. Role-based access and automated updates have replaced hours of manual work.
Software that ships with people
The platform does the continuous work. A team stands behind it for the parts no software should do alone.
- Onboarding, done with you. We map the entities, build the connections and bring the history in alongside your team.
- The portals with no feed. Where a sponsor or platform has no connection, our team retrieves the statements and keeps them coming.
- Support for you and your families. We answer your team and your client families directly, and chase the other providers.
Security. Seriously.
Your clients’ full balance sheets are the most sensitive data your firm holds.
Encrypted data
Client financial data is encrypted at rest and in transit.
Two-factor login
Required on every login, by emailed one-time code.
Limited access
A named list of staff, revocable immediately, and every access is logged.
Not for sale
We do not sell your data. On request we close the account and revoke all access.
How it starts
A flat platform fee plus a flat rate per client family. No AUM fees, no setup fees, no onboarding fees.
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01
A 30-minute call
How your families are structured, where the work piles up, and what you want handled before anyone asks.
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02
Pricing for your book
A proposal sized to the families and the complexity you actually have. Annual.
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03
Onboarding we do with you
Our team maps the entities and builds the connections alongside yours, including the portals with no feed.
Questions firms ask
Will Vyzer replace our team?
No. It takes the gathering, the chasing and the data entry off them, so their hours go to judgment, allocations and client conversations.
What does “AI” mean here?
It reads statements, K-1s and fund documents, pulls out the figures and maps them to the right entity and position. People check the work and make every decision.
Does it connect to our banks and platforms?
Thousands of banks, brokerages and investment platforms connect through our aggregation partners. For the sponsors and portals with no feed, our team retrieves the statements for you.
How broad is the asset coverage?
Public and private investments, real estate, operating businesses, cash and crypto, each mapped to the entity that owns it.
What do our client families see?
Their own full portal and mobile app, under your firm’s name. You add each family from your console and choose their plan; they sign in at your firm’s own address and set their own password. You keep access to what they see.
How is it priced?
A flat annual platform fee, plus an annual rate per client family that depends on the plan you choose for them. No AUM fees, no setup fees and no onboarding fees. We size the proposal to your book on the first call.
How disruptive is the switch?
Our team does the onboarding with yours, and it runs alongside your current process until you are ready to rely on it.