Vyzer
Automate and optimize investment management with real-time insights.. [Freemium]
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What is Vyzer?
Vyzer is an AI-powered wealth operating system that aggregates, structures, and monitors complex portfolios across traditional and alternative assets to give individuals, family offices, and advisors a single source of truth. It automates account aggregation (via Plaid and Salt Edge), document management, and deadline/alert workflows so users can replace spreadsheets and disparate systems with structured data and searchable records. The platform provides cash-flow forecasting, capital call tracking, liquidity planning, and AI copilots that generate proactive insights and answer portfolio questions conversationally. Vyzer also offers white-label advisor tools and role-based access for collaborative workflows, making it suitable for high-net-worth individuals, RIAs, multi-family offices, and private investors managing multi-entity or illiquid holdings.
Vyzer pricing
Pricing model: Freemium
Vyzer offers tiered subscription pricing with a Free tier and paid plans (Premium and Elite) that unlock advanced features; the Free tier provides basic account aggregation and portfolio visibility while Premium and Elite add role-based access, white-label advisor tools, expanded security and collaboration controls, advanced cash-flow forecasting, capital call tracking, and priority support. Exact monthly or annual prices are displayed on the website under pricing and are billed via subscription; enterprise or advisor pricing and white-label options are available by contacting sales for custom plans. The paid plans include team access, advanced workflows, and additional integrations beyond the free feature set.
Vyzer pros
- Aggregates bank, brokerage, crypto, and alternative asset accounts into one view
- Uses trusted connectors (Plaid, Salt Edge) for read-only account access
- AI copilots provide conversational, proactive portfolio insights
- Automated cash-flow forecasting and liquidity planning
- Capital call tracking tailored to LP and private-equity investors
- Smart document management with searchable documents and deadline alerts
- Role-based access and white-labeling for advisors and family offices
- Encrypts data at rest and in transit (AES-256 on AWS infrastructure)
- Mandatory two-factor authentication for enhanced account security
- Does not store banking or crypto credentials directly
- Regular external security audits and engagement with cybersecurity experts
- Configurable alerts and workflow automation for complex portfolios
- Supports tracking of real estate, private equity, venture, and alternative assets
- Dedicated features for LPs and limited partnership investment workflows
- Cross-entity consolidation to view multi-entity wealth in one place
- Backup retention policy with encrypted rotating backups for continuity
Vyzer cons
- Depends on third-party aggregators for live connections (Plaid, Salt Edge)
- No end-to-end encryption for stored data (limits some privacy use-cases)
- Deleted data may persist up to 30 days in backups before purge
- Some advanced access controls require Premium or Elite plans
- May not support every niche alternative asset type out-of-the-box
- Mobile/desktop feature parity may vary (app availability differs by platform)
- Read-only connections mean transaction actions must occur at original providers
- Platform complexity may have a learning curve for DIY investors
Frequently asked questions about Vyzer
What is Vyzer and who is it for?
Vyzer is an AI-powered wealth operating system built to aggregate and manage complex portfolios across traditional and alternative assets; it is designed for high-net-worth individuals, family offices, RIAs, and private investors who need consolidated views, cash-flow forecasting, document management, and collaboration tools.
How does Vyzer connect to my bank and brokerage accounts?
Vyzer uses trusted third-party aggregators like Plaid and Salt Edge to establish read-only connections to banks and brokerages; when you enter credentials, they go directly to those providers, not Vyzer, and Vyzer never stores your login credentials.
Is my financial data secure with Vyzer?
Vyzer encrypts data in transit and at rest (hosted on AWS with AES-256 encryption), enforces HTTPS/HSTS, requires two-factor authentication, and works with external security firms for audits to help ensure data protection and operational security.
Does Vyzer store my bank or crypto credentials?
No—Vyzer does not store banking or crypto login credentials; account connections are handled by Plaid or Salt Edge and Vyzer only receives read-only access tokens from those services.
What happens if I delete my Vyzer account?
When you delete your account Vyzer removes your data from primary systems immediately, but encrypted rotating backups may retain deleted data for up to 30 days before automatic purge; after the backup window the data is permanently erased.
Does Vyzer offer multi-user access and permissions?
Yes—Vyzer supports role-based access controls under Premium and Elite plans so you can grant advisors, family members, or team members specific view and management permissions without exposing everything.
Can Vyzer handle private equity, real estate, and LP investments?
Yes—Vyzer includes features specifically for LP investors such as capital call tracking, private-equity and venture tracking, and tools to manage real estate and other alternative asset classes within the consolidated portfolio view.
Are there white-label or advisor tools available?
Yes—Vyzer provides white-label advisor tools and multi-client views designed for RIAs and family offices, enabling branded experiences and streamlined advisor workflows for managing multiple clients.
Does Vyzer trade or move money on my behalf?
No—Vyzer only provides read-only aggregation and management tools; it does not execute trades or move funds and cannot access accounts in a way that would allow transactions.
What encryption and backup policies does Vyzer use?
Vyzer encrypts all stored data and backups using industry-standard encryption (AES-256) on AWS, enforces encrypted transport via HTTPS/HSTS, and retains rotating encrypted backups for up to 30 days to support recovery before permanent deletion.