What is Vyzer?
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.
How to use Vyzer?
- Sign up and connect your accounts (or upload documents).
- Structure your portfolio by entity or investment type.
- Use Vyzer AI to ask questions or generate reports.
- Set up alerts for capital calls, distributions, or performance changes.
