**Vyzer** is an AI-powered wealth tracking platform designed for **high-net-worth individuals (HNWIs)**, **family offices**, and financial pros managing **complex portfolios**. It simplifies tracking, analyzing, and optimizing investments—no more messy spreadsheets or manual updates.

What are the features of Vyzer?

* **AI-Powered Insights**: Chat with your portfolio and get smart, automated analysis. * **Multi-Entity Tracking**: Organize wealth across **trusts, LLCs, IRAs**, and more. * **Real-Time Performance Reports**: Generate clear, actionable reports instantly. * **Cash Flow Planning**: Model future inflows/outflows and track capital calls. * **Role-Based Access**: Securely manage team or partner permissions. * **Seamless Integrations**: Sync with major custodians and investment accounts.

What are the use cases of Vyzer?

* **Family Offices**: Streamline multi-client portfolios with automated updates. * **HNW Individuals**: Track private investments (syndications, real estate) in one place. * **Financial Advisors**: Deliver real-time visibility to clients without manual work.

1. **Sign up** and connect your accounts (or upload documents). 2. **Structure** your portfolio by entity or investment type. 3. **Use Vyzer AI** to ask questions or generate reports. 4. **Set up alerts** for capital calls, distributions, or performance changes.

Is Vyzer secure for sensitive financial data?

Absolutely. Vyzer uses **top-tier security protocols** to protect your info.

Can Vyzer handle co-investments or syndications?

Yes! It tracks **ownership stakes, capital calls**, and distributions seamlessly.

How does the AI help?

It analyzes documents, answers portfolio questions, and spots trends—like a 24/7 financial assistant.

Vyzer

4.0

64.80%

Vyzer is the smarter way to manage complex wealth—AI-driven, secure, and built for HNWIs and advisors. Ditch the spreadsheets and get real-time clarity.

Added on: 2025.07.06

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