Vyzer is an automated wealth management platform designed for modern investors with complex and diversified portfolios. By centralizing investment data, tracking cash flow, and visualizing portfolio performance across asset classes, Vyzer helps individuals and families take control of their financial future without relying solely on traditional advisors.
Unlike basic finance trackers or manual spreadsheets, Vyzer is built specifically for those with alternative investments, private equity, real estate, startups, crypto, and more. The platform gives users a consolidated, dynamic view of their net worth and projected cash flow, enabling better decisions and long-term planning.
Vyzer combines automation, intelligence, and intuitive design to offer a digital family office experience for investors who require visibility and structure across multiple investment types, accounts, and entities.
Features
Vyzer offers a robust suite of features that cater to high-net-worth individuals, family offices, and modern investors with diversified portfolios.
Automated Portfolio Tracking
Tracks all assets in one place—stocks, real estate, private equity, crypto, venture investments, and more—with live and manual updates.
Cash Flow Forecasting
Provides forward-looking insights into expected income, distributions, capital calls, and expenses.
Document and Data Management
Securely stores and categorizes investment documents like K-1s, capital call notices, and distributions.
Account Aggregation
Connects with thousands of banks, brokerages, and custodians for automatic data sync and updates.
Alternative Investment Support
Custom-built tools for managing non-traditional investments such as syndicates, LP positions, and angel investments.
Net Worth Visualization
Offers real-time views of net worth evolution, asset allocation, and performance metrics across portfolios.
Collaboration and Access Control
Share financial dashboards or investment data with family members, advisors, or partners, with custom permissions.
Tax Planning Insights
Highlights tax-related cash flows and distribution schedules to improve planning and compliance.
AI-Driven Notifications
Get alerts for upcoming capital calls, expected distributions, or portfolio changes based on set rules and forecasted data.
Custom Entities and Holdings
Manage assets across different entities such as trusts, LLCs, or joint accounts with full visibility and breakdowns.
How It Works
Vyzer simplifies the complexities of managing wealth by offering a secure, centralized hub for all investment and financial data. Users begin by linking financial institutions or manually inputting holdings, particularly for alternative investments that may not have digital feeds.
Once connected, Vyzer pulls in transaction history, valuations, and related documents to build a complete picture of the user’s financial life. The platform uses intelligent categorization and rules-based logic to predict future cash flows, highlight risks, and generate performance reports.
Users can segment assets by entity, type, or strategy. For instance, a real estate LP investment can be tracked with expected distributions and capital calls while a stock portfolio is updated in real-time. The system visualizes key metrics such as IRR, equity multiples, and return timelines.
Vyzer is accessible via a web interface that emphasizes clarity and usability. Investors can log in to see cash flow projections, upcoming obligations, and a breakdown of their net worth by asset class or entity.
All data is encrypted and stored securely, and users can control who has access to specific financial information, making it easy to collaborate with spouses, accountants, or advisors.
Use Cases
Vyzer is ideal for a variety of investor profiles and financial scenarios:
High-Net-Worth Individuals
Manage diverse portfolios that include public markets, real estate, private equity, and venture capital investments.
Real Estate Investors
Track rental income, mortgages, capital expenditures, and distribution schedules across multiple properties or syndications.
Angel Investors and LPs
Monitor startup investments and fund commitments, including tracking SAFE notes, equity stakes, and expected exits.
Family Offices
Centralize wealth management across multiple family members and entities with professional-grade reporting.
Financial Independence and FIRE Movement
Track passive income, projected financial runway, and early retirement scenarios with automated forecasts.
Crypto-Involved Investors
Manage decentralized assets, track wallets, and visualize overall exposure alongside traditional holdings.
Small Business Owners
Incorporate business interests, real estate holdings, and investment vehicles into a single financial dashboard.
Pricing
Vyzer offers a flexible pricing structure tailored to individual and family investors, with options for those who want to start small or go all-in with full automation.
Free Plan
Includes basic access to portfolio tracking and manual asset entry. Suitable for users with simple needs or who want to explore the platform.
Premium Plan – $39/month
Includes unlimited asset tracking, cash flow forecasting, document management, and enhanced reporting. Supports multiple asset classes and full automation.
Family Office Plan – Custom Pricing
Designed for families and individuals managing wealth across multiple entities, with custom integrations, white-glove onboarding, and advisor collaboration tools.
Vyzer also offers a 14-day free trial for new users to explore the premium features before committing.
For current and detailed pricing, visit the official pricing page.
Strengths
Vyzer offers several key advantages that differentiate it from traditional financial tools:
All-in-One Wealth View
Consolidates both traditional and alternative investments into a single, unified platform.
Alternative Investment Focus
Tailored features for real estate, startups, LP investments, and crypto make it highly valuable for modern portfolios.
Automation and Forecasting
Cash flow prediction and live updates reduce the need for spreadsheets and manual tracking.
User-Friendly Interface
Designed with investor usability in mind, even for non-technical users.
Collaboration and Sharing
Enables secure access sharing with advisors, accountants, and family members with granular permissions.
Document Management
Secure storage for financial documents and automatic association with relevant investments.
Tax Planning Support
Proactively highlights tax-related events and helps prepare for year-end planning.
Drawbacks
While Vyzer is a powerful platform, there are a few limitations to consider:
Limited Mobile App Support
As of now, Vyzer is primarily a web-based platform, which may be less convenient for mobile-first users.
Manual Data Entry for Some Assets
Alternative investments may require manual updates if they are not connected to supported data sources.
Not a Financial Advisor
Vyzer provides tools and insights but does not offer personalized investment advice or fiduciary services.
Pricing May Be High for Casual Users
Those with simple portfolios may find the premium pricing unnecessary if they do not use all the platform’s features.
Learning Curve for Complex Portfolios
Users with multiple entities and custom assets may require some time to set up and optimize tracking effectively.
Comparison with Other Tools
Vyzer can be compared with wealth management and tracking platforms like Personal Capital, Kubera, and Monarch Money.
Vyzer vs Personal Capital
Personal Capital offers basic portfolio tracking and financial planning with a focus on advisory services. Vyzer is better suited for investors with complex and alternative asset holdings.
Vyzer vs Kubera
Kubera also supports net worth tracking and multiple asset classes. Vyzer offers more advanced forecasting, entity-level tracking, and investment-specific tools like cash flow predictions and LP capital tracking.
Vyzer vs Monarch Money
Monarch focuses more on budgeting and personal finance. Vyzer is tailored for wealth management and high-net-worth investment planning.
Vyzer’s strength lies in supporting complex, multi-asset portfolios with automation and visualization that go beyond traditional personal finance tools.
Customer Reviews and Testimonials
Vyzer has received positive feedback from early adopters and investors who appreciate the clarity, automation, and professional-grade wealth tracking the platform provides.
Some common sentiments from user reviews and community discussions include:
“Vyzer replaced my spreadsheet with something much more intelligent and easier to manage.”
“I finally have visibility into my LP investments and passive income without needing to chase down capital calls or K-1s.”
“The ability to track multiple entities and share data with my CPA has saved me hours every month.”
“I use it to model my financial independence journey and it gives me peace of mind.”
While full reviews and case studies are still growing, the feedback indicates strong adoption among digitally savvy investors and professionals managing diverse financial portfolios.
Conclusion
Vyzer is a next-generation wealth management platform built for the complexity of modern investing. It empowers users to track, forecast, and manage their entire financial life—from stocks and crypto to real estate and private equity—in one intuitive, automated dashboard.
Whether you’re an angel investor, real estate owner, LP in multiple funds, or simply looking to move beyond spreadsheets, Vyzer offers the tools needed to gain clarity and control over your financial journey. With features that support document storage, cash flow prediction, and entity-level tracking, Vyzer feels like a digital family office built for today’s investors.
Its pricing is reasonable for the depth of features offered, and its free trial makes it easy to explore. For investors looking for better financial visibility, smarter planning, and less manual work, Vyzer is a compelling solution.
