Vyzer is an AI-powered operating system for managing modern wealth—built for individuals, advisors, and family offices.
It started as a personal solution to the fragmented mess of spreadsheets, PDFs, and platforms used by high-net-worth individuals (HNWIs) to track complex portfolios. But Vyzer quickly evolved into something much bigger.
Today, Vyzer offers:
Automated aggregation across bank accounts, brokerages, real estate, venture funds, crypto, and more
Cash flow forecasting, capital call tracking, and liquidity planning
Smart document management, alerts, and deadline tracking
AI copilots that provide proactive insights and instant answers via chat
White-label advisor tools with multi-client views and custom workflows
Vyzer isn’t just a dashboard. It’s a wealth infrastructure layer—flexible enough for DIY investors, powerful enough for RIAs and MFOs, and designed to replace the back-office chaos with intelligent clarityVyzers Evolution - July…Vyzers Evolution - July….
Bottom line: Vyzer makes complex wealth manageable—intelligently, flexibly, and at scale.