Track and manage your full portfolio, from public markets to private assets, in one intelligent dashboard.
Vyzer AI processes your financial documents to identify, create, and update your portfolio holdings.
Link brokerage accounts and investor portals to keep your portfolio performance up to date with minimal effort.
Track capital calls and distributions by matching what’s expected with what actually lands in your account.
Group assets under LLCs, trusts, or IRAs to reflect how your wealth is actually structured.
Define and track ownership stakes across co-investments with partners, family, or clients.
Ask Vyzer anything, from IRR to cash flow by entity, and get instant answers from your data.
Track and schedule upcoming distributions with a flexible planning tool.
Get alerts on capital calls and stay ahead of your upcoming commitments.
Model the impact of inflows and outflows using Vyzer’s AI-driven projections.
Monitor your entire portfolio with real-time performance views across entities and assets.
Create PFS, balance sheets, and investment summaries designed for sharing, lending, and decision-making.
See how your returns stack up against expectations, especially in private or alt investments.
Bring clarity to your entire portfolio, from public and private investments to cash flow, reports, roles, and structures. All in one platform, without spreadsheets, portals, or scattered tools.
What is Vyzer?
Vyzer is a comprehensive digital wealth platform that helps individuals and professionals manage complex portfolios with ease. It brings together performance tracking across public and private investments, cash flow modeling, document analysis, and advanced planning tools, all in one intelligent dashboard.
Whether you're overseeing your own wealth or managing portfolios for clients, Vyzer gives you clear visibility, powerful automation, and the flexibility to adapt to any financial structure.
Who are Vyzer's typical clients?
Vyzer serves both individual investors and professionals managing complex wealth. Our clients include high-net-worth individuals, family offices, and RIAs who oversee multi-entity or multi-client portfolios.
What types of assets and investments can I track with Vyzer?
Vyzer supports a wide range of asset classes, making it easy to track and manage both traditional and alternative investments in one place. These include:
Traditional & Financial Accounts:
Brokerage accounts, retirement plans (401(k), IRA, Roth IRA), and pension funds
Bank accounts (connected to over 20,000 U.S. financial institutions)
Life insurance policies
Private & Alternative Investments:
Real estate (rental properties, funds, and syndications)
Private equity and debt funds
Startups and privately held companies
Precious metals and collectibles
Digital Assets:
Cryptocurrency holdings and wallets (BTC, ETH, and more)
Vyzer works for both individual investors and advisors managing complex portfolios across entities or clients.
Does Vyzer offer advisor-specific features?
Yes. Vyzer offers advanced features for RIAs and family offices including roles and permissions, white-labeled reporting, and multi-client portfolio oversight. Contact us to learn more about our professional plans.
Can Vyzer support multiple clients or entities?
Yes. Vyzer supports multi-entity structures, including LLCs, trusts, IRAs, and more. You can group assets by entity, assign roles and access, and manage complex ownership structures all from one dashboard. For professionals managing client portfolios, Vyzer offers tools to streamline oversight across accounts.
What makes Vyzer a smarter way to manage wealth?
Vyzer brings everything together: portfolio tracking, cash flow modeling, document analysis, and reporting, all in one intelligent platform. It replaces manual spreadsheets, scattered tools, and disjointed workflows with automation that adapts to your portfolio’s complexity.
Whether you're managing personal wealth or overseeing client accounts, Vyzer gives you clarity and control without the busywork.
How does Vyzer compare to other tools and platforms?
Unlike other platforms that focus only on public assets or advisory services, Vyzer is built for modern investors and professionals managing complex wealth. We provide a secure, all-in-one platform for tracking private and public investments, modeling cash flow, and generating reports, without pushing financial products or active management.
Here’s what sets Vyzer apart:
Multi-Asset Coverage: Track everything from real estate syndications and private equity to crypto and traditional accounts.
Magic Box: Upload financial documents and let Vyzer’s AI identify, create, and update your assets and liabilities.
AI-Powered Insights: Get transaction-level analysis tied to specific holdings for accurate, real-time visibility.
Investor Benchmarking: Compare your portfolio structure to similar users and discover new allocation ideas.
Advisor-Friendly Structure: No upselling, no conflicts, just clean, powerful tools for managing wealth at any scale.
Dedicated Support: Our team is known for fast, hands-on assistance whenever you need it.
How does Vyzer connect to my financial accounts, and what if my platform isn’t supported?
Vyzer uses trusted third-party aggregators like Plaid and Akoya to securely connect to your financial institutions. These connections are read-only, meaning Vyzer can view balances and transactions but cannot access your login credentials or move funds. Direct sync works best with U.S.-based banks, brokerages, and investment platforms.
If your platform does not support direct integration, Vyzer's VIP Sync (available with Premium and Elite plans) ensures your data is still imported automatically and accurately.
You can also forward or upload financial documents including statements, spreadsheets, rental agreements, and K-1s using Vyzer’s Magic Box. We’ll extract the data and update your portfolio accordingly.
Whether you connect accounts directly or through document-based sync, Vyzer ensures your financial picture stays current and complete.
What is the onboarding process for Vyzer, and how can I get assistance setting up my account?
Getting started with Vyzer is simple. Most individual users follow two steps:
Connect financial institutions and investor portals using secure, read-only access
Upload documents (like statements or K-1s) to the Magic Box. Vyzer provides an instant overview, then performs a deeper analysis within 48 hours to fully structure your portfolio.
You can also manually add assets if needed.
For RIAs and family offices, Vyzer offers a tailored onboarding experience designed for multi-client and multi-entity portfolios.
If you need assistance at any point, our team is here to help. We offer live chat support, personalized guidance, and the option to schedule a Zoom onboarding session.
Whether you're managing your own wealth or overseeing client portfolios, we’ll make sure your transition to Vyzer is smooth, accurate, and fully supported.
How much does Vyzer cost?
For individual investors, Vyzer offers flexible pricing plans with annual billing and a 20% savings:
Starter (Free): Includes portfolio tracking, basic cash flow tools, 2 entities, and limited AI document processing
Plus ($145/month): Adds planning scenarios, reports, community benchmarking, and expanded VIP sync
Premium ($375/month): Designed for more complex portfolios, with advanced document processing, more entities, and role-based permissions
Elite ($795/month): Offers unlimited access across all features with dedicated support
If you're an RIA, family office, or professional managing client portfolios, Vyzer offers tailored solutions with custom pricing. Schedule a call with our team to learn more about professional plans.
Can I export my data from Vyzer?
Yes. Vyzer allows you to export your data at any time. All members can download full portfolio data or focus on specific views, such as individual assets or entities.
Members on the Plus plan and above can also generate balance sheets and customized reports for deeper planning, performance tracking, or sharing with others.
How secure is Vyzer?
Vyzer uses industry-standard encryption and read-only data access to ensure your information stays private and protected. We never store your login credentials or move money on your behalf. All connections to your financial accounts are handled through trusted aggregators like Plaid and Akoya.
Vyzer follows best practices for data privacy, security, and compliance, so you can manage wealth with confidence.
