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- Launch Vyzer directly from your Dock or taskbar.
- Work without distractions in a dedicated window, separate from your browser tabs.
- Manage multiple Vyzer accounts and switch between them without logging out.
Vyzer helps individual investors, families, financial advisors, and family offices bring complex portfolios into one place instead of tracking them across spreadsheets, statements, and investment portals. It can organize public and private holdings—including brokerage and bank accounts, real estate, private funds, and other assets—and group them by entities such as trusts or LLCs. Accounts and investor portals can be connected, and uploaded financial documents can be used to add or update portfolio information. Users can monitor investment performance, schedule expected income, track capital calls and distributions, and model cash flow scenarios. Vyzer also provides portfolio reports, benchmarking, and tools for sharing access with family members or financial professionals. It is a portfolio-tracking and planning platform, not a brokerage for buying or selling investments.
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