Description
🖼️ Tool Name:
Vyzer
🔖 Tool Category:
AI-powered wealth management & portfolio intelligence platform; it falls under Finance, Forecasting & Dashboards, Analytics & Dashboards, و RPA & Task Automation.
✏️ What does this tool offer?
Vyzer is an AI-driven wealth intelligence platform designed to help individuals and investors manage complex portfolios, including traditional assets and alternative investments such as real estate, private equity, syndications, funds, and crypto.
It provides consolidated financial visibility, automated performance tracking, and predictive insights.
⭐ What does the tool actually deliver based on user experience?
• Unified dashboard for all personal & alternative investments
• Automatic portfolio performance tracking
• Cash-flow analytics (past, current, projected)
• AI-generated insights for diversification & risk
• Document ingestion with auto-extraction of investment data
• Scenario planning & forecasting
• Benchmark comparisons vs. market indices
• Smart alerts about payouts, maturities & capital calls
• Net worth automation
• Collaboration features for wealth advisors
🤖 Does it include automation?
Yes — Vyzer offers deep automation:
• Auto-import of investment data from documents & statements
• Automated cash-flow modeling & forecasting
• Auto-categorization of assets & liabilities
• Automated alerts for upcoming distributions, risks, or deadlines
• Auto-generated insights and performance reports
• Continuous syncing with linked accounts (if enabled)
💰 Pricing Model:
Subscription-based (multiple tiers)
🆓 Free Plan Details:
• Limited asset tracking
• Basic dashboards
• Restricted automation
💳 Paid Plan Details:
• Full investment management suite
• Unlimited asset tracking (including alternatives)
• Enhanced automation & AI insights
• Cash-flow forecasting
• Document ingestion models
• Collaboration & advisor tools
• Priority support
• Monthly & annual billing options
🧭 Access Method:
• Web App
• Mobile App
• Bank/account integrations
• Document upload & smart extraction
• Cloud SaaS
🔗 Experience Link: