Vyzer

What it does

Vyzer is a wealth tracking platform that analyzes financial documents, integrates investment accounts and custodians, and structures portfolios by entity such as LLCs, trusts, and IRAs. It tracks performance, plans cash flow, and generates reports for individual investors, RIAs, and family offices.

Vyzer is built for people and firms managing layered wealth: multiple entities, co-investments, capital calls, and distributions. The platform analyzes documents like K-1s and investor reports, updates holdings, and produces performance and cash flow views. It also supports role-based access for teams. A careful user should check which custodians and banks sync automatically, how document extraction handles unusual formats, and whether the mobile app covers the reports they need. Pricing is tiered, with a free Starter plan and paid Plus, Premium, and Elite plans billed monthly or annually.