Vyzer

Vyzer is a wealth management platform that tracks, analyzes and administers complex portfolios spread across multiple entities and asset types. It reads financial documents with AI, syncs investment accounts and custodians, and turns the result into performance reports, cash flow projections and a live view of every holding, whether it sits in an LLC, a trust or an IRA. It serves private investors, family offices, registered investment advisors and limited partners in syndications and funds who manage more than a single brokerage account can show. Capabilities include intelligent processing of statements and other financial documents, portfolio structuring by entity, distribution tracking and scenario modeling for cash flow planning, investor portal syncing, role based access for partners and advisors, and a chat interface that answers questions about the portfolio. Mobile apps are available for iOS and Android. Pricing is published in four tiers. Starter is free with unlimited holdings, two bank or brokerage syncs, two entities, two cash flow scenarios, five AI processed files and one investor portal sync. Plus is $145 per month billed annually or $180 monthly, with five syncs, five entities, ten scenarios and ten AI processed files a month. Premium is $375 per month billed annually or $495 monthly, with ten syncs, ten entities, twenty scenarios, twenty AI processed files a month and roles and permissions. Elite is $795 per month billed annually or $995 monthly, with unlimited syncs, entities, scenarios, document processing and portal syncs, plus custom reports and a dedicated account manager.