The operating system for your wealth
Allvyu keeps every account, entity, trust and property current, files every statement, and serves your accountant, lawyer and lender from one record.
Everything comes to the record. The record stays yours.
Two products, and a door
Every asset, entity and account in one reconciled, tax-correct picture, kept current by an agent.
One book for your whole client list: see what each client shares, request what’s missing, run every tax pack.
Free forever for everything you own. Paid tiers add unlimited accounts, entities and tax packs — and are not open yet. See the plans
Hold a client's key: see that certain things exist, ask for what you need, and receive it one item at a time, as they approve it. Never a balance, never a holding.
Your AI agent
It collects statements from your managers, files documents, answers questions and proposes the next move. 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 needs your attention.
Features
Every asset class resolved into one live figure.
See 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 advisers into one shared source of truth.