Why does my firm need a wealth-tech platform?
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.
What exactly does “AI” mean in this context?
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.
How broad is Vyzer’s asset coverage?
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.
What’s different about Vyzer?
Does Vyzer integrate with our custodians or banks?
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.
Can Vyzer handle our private-fund documents?
Yes. If your fund templates are new to us, we’ll train the system within 12 weeks—often sooner.
Will Vyzer replace our team?
No—just the grunt work. Vyzer removes repetitive data tasks so your staff can focus on insights, allocations, and client strategy.
How disruptive is the switch?
Not at all. Vyzer runs in parallel with your current system. Go live when you’re ready—with one click.
