Investing

Vyzer

AI-powered platform for tracking, analyzing, and managing complex investment portfolios across multiple entities.

vyzer.co

Verified API available Free tier

Quick facts
What is it	AI-powered platform for tracking, analyzing, and managing complex investment portfolios across multiple entities.
Pricing	Freemium — from $180/mo
Free tier	Yes
Platform	Web Application
API	Yes
Best for	managing multiple investment entities and ownership stakes, tracking distributions and capital calls across syndications
Domain registered	2018

Data updated Aug. 1, 2026

What does Vyzer do?

Vyzer is an AI-powered platform designed specifically for managing complex investment portfolios and wealth structures. It brings together tracking, analysis, and automation capabilities that help investors and advisors handle multiple entities, co-investments, and intricate financial relationships. The platform integrates with various investment accounts and custodians, automatically analyzes financial documents, and generates performance reports with intelligent insights.

What sets Vyzer apart is its focus on the specific needs of sophisticated investors. The platform allows you to structure your wealth by legal entities like LLCs and trusts, track ownership stakes, and manage role-based access for partners and team members. A standout feature is the ability to 'chat with your portfolio' using Vyzer's AI, which provides natural language insights about your investments. The system also handles cash flow planning by tracking expected distributions and capital calls while offering real-time projections.

This tool is particularly valuable for family offices, RIAs, and private investors who manage assets across multiple syndications, funds, and legal structures. Real-world use cases include a multi-family office automating client portfolio updates, a real estate investor tracking distributions from dozens of deals, or an RIA firm providing clients with real-time visibility across all their holdings without building custom technology solutions.

finance Investing

#ai insights#cash-flow-planning#financial automation#investment analysis#multi-entity#portfolio tracking#wealth management

Key features

What makes it stand out

Automated administration by intelligently analyzing financial documents and integrating investment accounts

Wealth infrastructure to structure portfolios by entity (LLCs, trusts, IRAs) and track co-investments

Cash flow planning with real-time projections and custom scenario modeling

AI insights allowing users to chat with their portfolio for intelligent analysis

Role-based access management for partners and team members across complex structures

Who is Vyzer for?

Who benefits most from this tool

managing multiple investment entities and ownership stakes

tracking distributions and capital calls across syndications

generating automated performance reports with AI insights

Pricing

Free tier available — start without a credit card

Starter

Free

2 entities
5 AI processed docs
2 cash flow scenarios
1 investor portal vip syncs
Unlimited holdings
Unlimited banks/brokerage syncs
Basic cash flow planning
AI Document Processing
Investor Portals VIP Sync
Transaction tracking & Notifications
Performance insights
Mobile app
Standard support

Plus

$180.0/month

$12.08/month billed yearly

Everything in Starter, plus:

5 entities
10 AI processed docs
10 cash flow scenarios
3 investor portal vip syncs
Everything in Starter
Manage 5 entities
10 cash flow scenarios
10 AI-processed docs/month
3 Investor Portal VIP syncs
Reports and statements
Priority support

Premium

$495.0/month

$31.25/month billed yearly

Everything in Plus, plus:

10 entities
20 AI processed docs
20 cash flow scenarios
10 investor portal vip syncs
Everything in Plus
Manage 10 entities
20 cash flow scenarios
20 AI-processed docs/month
10 Investor Portal VIP syncs
Community benchmarking
Roles & permissions

Elite

$995.0/month

$66.25/month billed yearly

Everything in Premium, plus:

Unlimited entities
Unlimited AI processed docs
Unlimited cash flow scenarios
Unlimited investor portal vip syncs
Everything in Premium
Unlimited entities
Unlimited cash flow scenarios
Unlimited AI-processed docs
Unlimited Investor Portal VIP syncs
Custom reports
Dedicated support

Trust & presence

Domain Domain registered 2018

Gallery

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