Track complex ownership structures with Vyzer’s interactive Entities tool
The new Entities section brings your financial structure to life. It lets you create, view, and manage ownership relationships across your assets and liabilities — all in one visual, interactive interface.
Whether you’re working with trusts, LLCs, or individual holdings, Entities helps you see how everything is connected and take action with clarity and ease.
Where to Find It
You’ll see Entities in the left-hand menu, between Vault and Community, or just visit app.vyzer.co/entities.
What You Can Do with Entities
Visualize Your Ownership Tree
The Entities graph turns your financial relationships into a clear, editable tree. Each entity appears as a node. Relationships, like ownership or control, are shown with connecting lines.
You can:
Drag and reposition nodes
Zoom in/out and pan around
Download the full graph as an image (great for advisors or tax planning)
Add and Edit Entities
Create new entities directly from the graph or list view. You can enter:
Name and description
Type (LLC, Trust, Corporation, etc.)
Color (for easier identification)
Ownership relationships (direct, indirect, % ownership)
Need to update or delete an entity? Click it to edit details or remove it entirely with built-in safeguards to avoid breaking associations.
Link Entities to Assets & Liabilities
Each entity can be connected to specific assets or liabilities in your portfolio. From the Entity detail view, you can:
See associated assets/liabilities
Jump straight to a filtered Portfolio view showing only relevant items
Designed for All Devices
Entities are fully responsive. You can explore, edit, and download your entity structure on both desktop and mobile browsers, including iOS Safari and Android Chrome.
Create a Structure Report
Need a summary of your organizational hierarchy? Use the Entity Structure Report feature to:
Select a holding entity or view all entities
Choose a vertical or horizontal layout
Download the structure as a styled image
Perfect for advisors, partners, or reporting.
Getting Started
Click Entities in the left menu or go to app.vyzer.co/entities.
Start building your entity structure, link your assets, and take full control of how your financial world is connected.
Entities is your visual command center for ownership — simple to use, powerful in value.