Vyzer

Vyzer is an AI platform that helps individuals and professionals manage complex investment portfolios. It provides AI-powered tracking, planning, and automation for various wealth structures, including private investments and family offices.

Claim this tool

1View

At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Mixed

About

What is Vyzer?

Vyzer is an AI-powered wealth tracking and management platform designed for individuals, family offices, and RIAs handling complex investment portfolios. It automates the administration of financial documents, intelligently analyzing them to update portfolios and eliminate manual work. Users can track and optimize investments, monitor performance metrics like IRR and ROI, and generate insightful reports. The platform also offers robust wealth infrastructure for structuring portfolios by entity, tracking co-investments, and managing access. With advanced cash flow planning features, Vyzer allows users to model inflows and outflows, run custom scenarios, and monitor trends, providing a comprehensive solution for financial clarity and control.

Best used for

Ideal for private investors, family offices, and financial advisors who need to automate financial document processing, track complex investment performance, and plan future cash flows. Especially valuable for those managing multiple entities and diverse asset classes, seeking to replace manual spreadsheets with AI-powered insights.

Common actions

track investments

manage portfolios

analyze financial data

automate financial administration

plan cash flow

Capabilities

Key features

AI document processing
Investment performance tracking
Cash flow planning
Entity management
Real-time insights
Automated administration
Custom reports

Target Audience

startup foundersmall business owneraccountantlawyer

Integrations

Not yet documented

Pricing & Plans

Freemium · Paid · Enterprise

Freemium

FAQs

What is included in Vyzer's free Starter plan?

The Starter plan offers unlimited holdings, syncing with banks and brokerage accounts, basic cash flow planning for 2 scenarios, and management for up to 2 entities. It also includes unlimited initial AI document setup, 1 AI-processed document per month, and a mobile app for on-the-go management.

Can Vyzer connect to all my financial accounts?

Yes, Vyzer supports a wide range of financial institutions. For accounts without direct API or OAuth connections, it provides alternative methods like document uploads or AI-based syncing to ensure your entire portfolio remains updated and comprehensive.

What kind of security measures does Vyzer implement?

Vyzer employs industry-leading security protocols, including advanced encryption for data at rest and in transit. It also features strict access controls, constant system monitoring, and regular independent third-party audits to protect sensitive financial information and ensure data privacy.

Can I upgrade or downgrade my Vyzer plan at any time?

Yes, Vyzer allows users to switch between plans whenever needed without hassle or long-term commitments. There are no setup fees for any plan, and you can choose between monthly or annual billing, with a 20% discount for annual subscriptions.

Trending

Subcategories trending in Finance

Trading & Investments Financial Modeling Risk & Fraud Detection Personal Finance Crypto & Blockchain Fintech

Trending

Explore

Browse AI tools by category

Content & Design Productivity & Business Coding & Development AI Agents & Automation Research & Education Wellness & Lifestyle Career Development Marketing & Growth Data & Analytics Customer Support & CX Finance E-commerce