kitio.aiAdded Oct 29, 2026
Vyzer
From $180/moAI wealth tracking for complex portfolios and family offices
What is Vyzer?
Vyzer is a portfolio tracking platform for private investors, RIAs and family offices that hold assets across entities such as LLCs, trusts and IRAs. AI reads financial documents and generates performance reports.
Accounts and custodians can be synced, expected inflows are matched against actual transactions, and ownership stakes and co-investments are tracked by entity. Roles and access can be set for partners and team members.
Cash flow planning models distributions, capital calls and projected inflows and outflows, and an AI assistant lets you ask questions about your own portfolio. Plans scale by number of synced platforms, entities and planning scenarios.
Features
- Document analysis
- Entity-based portfolios
- Custodian account sync
- Cash flow planning
- Portfolio chat
- Performance reports
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Releases
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Organization
Vyzer
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Paid
- Paid options from
- $180/mo
- Billing frequency
- Monthly
Vyzer plans
Plus
$180/mo
- 5 bank or brokerage syncs
- 5 entities
- 10 cash flow scenarios
Premium
$495/mo
- 10 syncs
- 10 entities
- 20 cash flow scenarios
- Roles and permissions
Elite
$995/mo
- Unlimited syncs and entities
- Unlimited scenarios
- Priority support
Prices in USD, checked Oct 29, 2026. Plans change often, so confirm on the Vyzer site.Official pricing
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Pros and cons
Pros
- Structures holdings by legal entity
- Matches expected inflows to transactions
- Chat with your own portfolio data
- Roles and permissions for teams
Cons
- Priced well above consumer finance apps
- Sync and entity counts are capped by plan
- Plan details are hard to read on the site
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Q&A
What is Vyzer?
Vyzer is a portfolio tracking platform for private investors, RIAs and family offices that hold assets across entities such as LLCs, trusts and IRAs. AI reads financial documents and generates performance reports.
Can Vyzer track trusts and LLCs separately?
Yes. Portfolios can be structured by entity, including LLCs, trusts and IRAs, with ownership stakes tracked.
Is Vyzer meant for professionals too?
Yes. It targets individual investors and also RIAs and family offices managing client portfolios.
How much does Vyzer cost?
Vyzer is paid, with paid plans from $180/mo.
Is there a free version of Vyzer?
No. Vyzer is a paid tool.
What are the main features of Vyzer?
Document analysis, Entity-based portfolios, Custodian account sync, Cash flow planning, Portfolio chat, Performance reports.
Who makes Vyzer?
Vyzer is made by Vyzer.
What are the best alternatives to Vyzer?
Popular alternatives include JIFFYAI, Ramp, Brex.