Vyzer

Vyzer is a wealth management platform that consolidates investment portfolios, entities, and financial structures into a single dashboard for passive investors. AI-driven document analysis automates the tracking of real estate syndications, private funds, and other alternative holdings alongside synced bank and brokerage accounts. Portfolios can be structured by entity, such as LLCs, trusts, and IRAs, with capital call and distribution tracking, cash flow planning with scenario modeling, automated performance reporting, and an AI chat interface for portfolio questions. Role-based access supports collaboration with family members or advisors. It serves private investors, limited partners, family offices, and RIAs through a web application and iOS and Android apps.