Vyzer

Vyzer is a web and mobile wealth tracking platform for high-net-worth individuals, private investors, and RIAs managing complex portfolios and wealth structures.

Key capabilities include:

• AI-powered document analysis to extract and organize data from financial documents, reducing manual updates.
• Account and custodian integrations to sync bank and brokerage data alongside traditional and alternative holdings.
• Performance reporting and real-time dashboards that generate reports with insights and track portfolio performance over time.
• Wealth infrastructure and collaboration to structure portfolios by entity (for example LLCs, trusts, IRAs), track co-investments and ownership stakes, manage role-based access, and chat with the portfolio using AI insights.
• Cash flow planning to track expected distributions and capital calls, match expected inflows to actual transactions, and run cash flow scenarios with projections.

Pricing: Freemium, including a free Starter plan; paid plans add advanced capabilities (for example additional entities, more AI processing, cash flow planning, and role management).

Notable for combining entity-based wealth tracking, AI document automation, and cash flow forecasting in one system, positioned as an alternative to spreadsheet-heavy workflows and traditional family office reporting.