AI Wealth Operating System
Track every asset, entity, trust, company, property, investment and bank account in one place — with an agent that keeps it all up to date for you.
The dashboard
Net worth, performance, allocation and ownership — across every asset class, entity and currency, on one screen.
Example portfolio shown — your dashboard reflects your own holdings.
Your AI agent
Allvyu does the upkeep most platforms leave to you — collecting statements from your managers, filing documents, answering questions and proposing the next move. You stay in control; nothing is committed without your say-so.
CC your providers and statements file themselves — read, classified and attributed.
Ask about performance, tax or any holding and get a grounded answer in seconds.
Adds trades, logs movements and updates records — every action waits for your approval.
Monitors changes across every account and flags what actually needs your attention.
Features
Every asset class resolved into one live figure — updated as values move.
See exactly how trusts, companies and individuals own each asset.
Understand your exposure by country, currency and jurisdiction.
Statements filed, reconciled and ready for your accountant — automatically.
Ask anything about your portfolio, and act on the answer instantly.
Bring accountants and advisors into one shared source of truth.
Designed for
A single, private view of everything you own.
Consolidate complex multi-entity structures with clarity.
Clean, reconciled data and tax packs — without the chase.
Advise on the whole picture, not just the slice you manage.
Pricing
Month-to-month — cancel anytime. Your data stays accessible on the Free tier.
Your whole net worth, free forever.
For serious wealth builders.
For complex, multi-entity wealth.
FAQ
Yes. Allvyu supports unlimited currencies and converts everything to your base currency using real-time FX rates. P&L uses historically accurate trade-date rates, so currency movements show up correctly — AUD stocks, USD ETFs, GBP property all roll up into one number.
A private, consolidated picture of everything you own — kept current by an agent that works for you.