Vyzer - Your Smart Wealth Management Assistant

Vyzer Your Smart Wealth Management Assistant

What is Vyzer?

Vyzer is a comprehensive wealth management platform designed to simplify and optimize investment tracking for Limited Partnership (LP) investors. It provides a secure and automated solution for managing all aspects of personal investments.

Vyzer offers automated administration by analyzing financial documents and integrating with investment accounts. The platform also provides wealth management tools, including co-investment tracking, holding structure management, and personalized portfolio insights. Cash flow planning features allow for distribution scheduling, capital call management, and scenario analysis. All sensitive information is protected with the highest level of security.

Features

Automated Administration: Analyzing all your financial documents.
Investment Accounts Integrations: Seamlessly connect and sync your various investment accounts.
Generate and Export Reports: Create comprehensive financial reports for analysis and record-keeping.
Automated Transaction Tracking: Monitor all your investment transactions automatically.
Wealth Management: Co-investments, holding structures, and personalized, real-time portfolio insights.
Cash Flow Planning: Distribution schedule, capital call management, and cash flow scenarios.
Trusted Community Benchmarking: compare your Portfolio with a Trusted Community.

Use Cases

Tracking and analyzing passive investments.
Automating the administrative tasks of investment management.
Generating comprehensive financial reports.
Planning and forecasting cash flow.
Managing capital calls and distributions.
Gaining insights into portfolio performance.
Securely managing sensitive financial information.

FAQs

Do I need to pay to sign up for Vyzer?

No, you can sign up for our Starter plan for free. This plan allows you to use all of Vyzer's core features without any cost.
How does the free Starter plan compare to paid plans?

The Starter plan offers essential features, including unlimited holdings, up to 2 entities, and 1 AI document processing per month for auto-updating your portfolio. Paid plans provide more flexibility with additional entities, increased AI document processing, advanced cash flow planning tools, and premium features like role management and community benchmarking. Each paid plan is designed to help manage larger, more complex portfolios with enhanced capabilities.
Can I upgrade or downgrade my plan at any time?

Yes, you can change your plan at any time.
What payment methods can I use?

We accept all major credit cards, including American Express, Discover, Mastercard, and Visa. You can also pay using Link by Stripe for added convenience.
How does Vyzer ensure the security of my financial data?

We use bank-level encryption to protect your data both in transit and at rest. We also employ strict access controls, regular security audits, and follow industry best practices for data protection. For more details, please visit our Security Page.