Vyzer manages complex private wealth: portfolios structured by entity across LLCs, trusts and IRAs, custodian integrations, intelligent analysis of the financial documents these investments generate, co-investment and ownership stake tracking, and cash flow planning with distribution forecasting and scenario modelling.
Entity-level structure is the requirement that rules out ordinary portfolio trackers. Someone whose wealth sits in three LLCs, a trust and six real estate syndications has no single account to connect and no statement that shows the whole picture, and the actual work is reading distribution notices and K-1s to find out what they own. Expected cash flow matters more than balance for exactly this investor.
Vyzer serves RIAs, family offices and limited partners, with role-based access and mobile apps. No pricing is published. Private investments report irregularly so projections carry real uncertainty, document analysis needs checking against the source before decisions, and consolidating an entire private portfolio into one platform concentrates sensitive data.
