Vyzer
Family offices drown in fragmented spreadsheets for private‑asset tracking; Vyzer unifies the data in one AI‑powered operating layer. It ingests every PDF, portal feed, and capital‑call email, reconciles positions, and forecasts cash‑flows—on $20B+ already under view. Advisors white‑label Vyzer to slash reporting time, tame complex entities, and focus on strategy instead of admin.
Have a question regarding Vyzer?
Contact Vyzer directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.
What sets Vyzer apart?
"We lived the chaos of managing a complex portfolio firsthand. My mission is to give investors and advisors the power to focus on what truly matters: compounding capital, not reconciling data."
Litan Yahav
Product
Get an overview of what Vyzer does.
Main Tasks
- Consolidated Reporting,
- Data,
- Data Aggregation,
- Developers,
- Portfolio Management,
- Investing Technology,
- Technology Provider
Top features
- Ability to Whitelabel,
- Custom Development Service,
- Custom Reports,
- Digital Excellence,
- Full Multi-Currency Support,
- Mobile App,
- Other Services,
- Proven Agility,
- Transparency
Assets supported
- Art & Collectables,
- Alternatives,
- Bankable or Financial Assets & Funds,
- Cash & Equivalents,
- Commercial,
- Cryptocurrency,
- Commodities,
- Developed Markets,
- Developing Markets,
- Digital Assets & Crypto Currency,
- Direct Private Equity,
- Equities,
- Foreign Exchange,
- Fixed Income,
- Hedge Funds,
- Gold & Precious Metals,
- Insurance,
- Infrastructure,
- Lifestyle Assets & Rare Collectables,
- Music Royalty,
- Other, Private Equity,
- Private Debt,
- Private Equity & Direct Investments,
- Private Equity Funds,
- Real Estate,
- Residential,
- Warehousing & Industrial,
- Venture Capital
Whitelabel
- Yes
Type Of Software
- SAAS,
- Serviced software
Integrations
- We pull and push data to any 3rd party system
Mobile App
- Yes
Type of data
- Transaction level
Accuracy
-
- Data accuracy is our top priority, achieved through a hybrid process that combines AI-powered technology with human oversight.
- First, our platform automatically ingests data from primary online sources like custodian feeds and brokerage portals. Our AI also extracts critical data from investor portals, emails and documents.
- The system then performs an initial asset reconciliation, cross-referencing the data from all these sources to flag discrepancies. Finally, our team of analysts works in tandem with the AI to review and verify the information, resolving complex exceptions to ensure the highest level of accuracy.
- This multi-layered approach of automated reconciliation and human verification ensures your financial data is exceptionally reliable.
Custodians
- 17000
Time to new custodian
- 2 weeks
Multi-currency
- Based on holding/position data,
- Based on transaction data
Regulated
- No
Rates
- For HNWI – $2k-$10k/yr (based on features)
- For MFOs/RIAs – Annual flat fee per white label + fee for each family/client
Cost structure
- Other
Key Company Information
Have a look at the company, clients, and references to learn whether this is a match for you.
Employees
- 11-50
Founded
- 2020
Top Markets
- United States of America
Total AUM
- 20,000,000,000
Ownership
- Owned by management,
- Key staff also have ownership,
- Clients are also owners,
- External investors (neither clients nor staff)
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners,
- Single-family offices,
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Endowments
Vyzer Demo
Vyzer Demo
Support & Services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
Other
Pricing of support
Free support
Onboarding
5 days
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