Close menu
Close menu Log in

Clarity for Every Client. Control for Every Asset.

Vyzer is an AI-powered wealth platform that aggregates complex portfolios, structures financial data, and powers client reporting—across every asset class.

Operate Smarter. Report Faster. Scale Without Compromise.

Clarity, Without the Complexity

See every account, entity, and asset in one live dashboard, mapped, reconciled, and always up to date.

Confidence in Every Client Conversation

With real-time dashboards and proactive alerts, you’re never caught off guard. Reports are ready before clients even ask.

Time Back for What Matters Most

Vyzer handles the reconciliation, document parsing, and ownership tracking, so your team can focus on relationships, not data gymnastics.

Security That Moves as Fast as You Do

Enterprise-grade infrastructure and privacy built in, so scaling operations doesn’t mean increasing risk.

Built to Scale Without AUM-Based Fees

Flat license that grows with you. No AUM fees, no escalators, no surprises.

How Vyzer Powers Your Ops

Monitor Everything, Silently

See every account, entity, and asset in one live dashboard. Data is mapped, structured, and always up to date.

Surface What Matters

Vyzer flags capital calls, investment drift, and shortfalls, while helping you stay on top of liquidity and cash flow needs across entities.

Visibility, On Demand

Advisors and clients get real-time dashboards with the option to generate clean, client-ready reports anytime.

Connect to 20,000+ Institutions

Vyzer integrates with custodians, banks, and alt platforms out of the box, so your data flows in without friction

How Vyzer Powers Your Firm

Client Relationships

Enhanced Advisory Value

Provide recommendations based on the full financial picture

Client-Ready Insights

Deliver professional reports that impress even a demanding clients

Proactive Service

Alert clients about capital calls and opportunities before they ask

Operations

Hours Back

43% average reduction in manual data work (27-firm sample)

Scaled Efficiency

Handle more clients without proportionally growing your team

Accelerated Close

Cut quarterly reporting from weeks to days

Business Growth

Predictable Cost

Flat annual license. No AUM fees as you grow.

Competitive Edge

Differentiate your practice with technology that legacy firms lack

Proactive Service

Cut quarterly reporting from weeks to days

Not Just Code, A Partner in Your Success

Vyzer ships with people, not just technology. From onboarding to day-to-day support, your team is backed by experienced specialists who understand the pace and pressure of modern advisory work.

Migration Concierge

We set up your entities, mirror your reports, and handle the go-live.

Advisor Help Desk

Get workflow answers in under 2 hours from people who know your world.

Ongoing Data Curation

We monitor private feeds and fix issues before they hit your dashboards.

Quarterly Strategy Reviews

Review new features, track usage, and set goals with your Success Lead.

How Vyzer Performs in the Real World

"We were up and running in under 60 days, no downtime, no confusion. Vyzer’s team handled everything. For the first time, our reporting process feels… effortless."

— Head of Operations, Multi-Family Office (Midwest, $800M AUM)

“Vyzer lets us give clients what they expect: speed, clarity, and control. We’ve reduced back-and-forth, improved trust, and actually look forward to report season now.”

— Partner, Boutique RIA (6 families, Northeast)

FAQs

Manual spreadsheets and disconnected portals limit your scale—and increase risk. Vyzer automates data work, unifies all asset types, and gives you real-time intelligence to serve more families without growing your team.

Vyzer’s AI monitors inboxes, feeds, and vaults—extracting figures, mapping them to entities, and flagging issues. It doesn’t replace people—it frees them to focus on strategy and client conversations.

Vyzer supports traditional investments, alternatives, real estate, insurance, bank accounts, crypto—even collectibles. Everything in one platform, mapped to the right entities, reconciled and ready.

  • Complete visibility—not just what you manage
  • Live in ~60 days, not quarters
  • Built for alts and banking—out of the box
  • Flat pricing that protects your margins
  • White-label dashboards and permissioning
  • *Dedicated onboarding team + 30-day pilot

Yes, Vyzer connects to over 20,000 financial institutions via secure integrators. This includes major custodians, banks, investment platforms, and alt managers. If we don’t already support your source, we’ll work with you to onboard it.

Yes. If your fund templates are new to us, we’ll train the system within 12 weeks—often sooner.

No—just the grunt work. Vyzer removes repetitive data tasks so your staff can focus on insights, allocations, and client strategy.

Not at all. Vyzer runs in parallel with your current system. Go live when you’re ready—with one click.

×