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How it works?

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From Documents to Data in Seconds

Upload K-1s, capital calls, investor reports, and more. Vyzer extracts the data, updates your portfolio, and eliminates manual work.

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Know What Every Investment Delivers

Monitor investment performance across your portfolio including IRR, ROI, CoC, actual vs. expected and more.

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Cash flow planning

Analyze cash flow trends and project future inflows and outflows. Run custom scenarios to plan ahead.

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Smart Moves Start with Data

See how others invest, compare strategies, and make data-backed decisions completely anonymously.

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You Focus on Living. We’ll Handle the Tracking

Choose the plan that fits your goals. Whether growing or preserving wealth, we provide advanced tools and services to support your journey.

Starter

Track finances easily, building wealth with basic tools.

Free

/

No credit card required

Learn more Learn more

Plus

Enhanced tools for efficient management and planning.

$145

/

20% saved

Per month

Billed annually

Learn more Learn more

Premium

Deeper control over complex holdings with powerful features.

$375

/

20% saved

Per month

Billed annually

Learn more Learn more

Elite

Unlimited features and tailored services for extensive wealth.

$795

/

20% saved

Per month

Billed annually

Learn more Learn more

Starter

Track finances easily, building wealth with basic tools.

Free

/

No credit card required

Learn more Learn more

Plus

Enhanced tools for efficient management and planning.

$180

/

Per month

Billed monthly

Learn more Learn more

Premium

Deeper control over complex holdings with powerful features.

$495

/

Per month

Billed monthly

Learn more Learn more

Elite

Unlimited features and tailored services for extensive wealth.

$995

/

Per month

Billed monthly

Learn more Learn more

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Managing Client Portfolios?

Family Office

Vyzer simplifies entity management, reporting, and collaboration for wealth professionals.

Compare plans

    • Core
    • Holdings Info icon
    • Sync online banks and brokerage platforms Info icon
    • Entities Info icon
    • Cash flow planning scenarios Info icon
    • Features and services
    • AI Document Processing Info icon
    • Investor Portals VIP Sync Info icon
    • Transaction tracking & Notifications Info icon
    • Performance insights Info icon
    • Mobile app Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Roles & permissions Info icon
    • Exclusive Workshops Info icon
    • Support Info icon
    • Starter

      Free

    • Unlimited
    • Unlimited
    • 2
    • 2
    • 1 file / month
      Unlimited for setup
    • 1
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    • Standard
    • Plus

      $145 /month

    • Unlimited
    • Unlimited
    • 5
    • 10
    • 5 files / month
      Unlimited for setup
    • 3
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
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    • Priority
    • Premium

      $375 /month

    • Unlimited
    • Unlimited
    • 10
    • 20
    • 20 files / month
      Unlimited for setup
    • 10
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
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    • Priority
    • Elite

      $795 /month

    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • right icon
    • right icon
    • right icon
    • Custom
    • right icon
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    • Dedicated
    • Core
    • Holdings Info icon
    • Sync online banks and brokerage platforms Info icon
    • Entities Info icon
    • Cash flow planning scenarios Info icon
    • Features and services
    • AI Document Processing Info icon
    • Investor Portals VIP Sync Info icon
    • Transaction tracking & Notifications Info icon
    • Performance insights Info icon
    • Mobile app Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Roles & permissions Info icon
    • Exclusive workshops Info icon
    • Support Info icon
    • Starter

      Free

    • Unlimited
    • Unlimited
    • 1
    • 2
    • 1 file / month
      Unlimited for setup
    • 1
    • right icon
    • right icon
    • right icon
    • Standard
    • Plus

      $180 /month

    • Unlimited
    • Unlimited
    • 5
    • 10
    • 5 files / month
      Unlimited for setup
    • 3
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Priority
    • Premium

      $495 /month

    • Unlimited
    • Unlimited
    • 10
    • 20
    • 20 files / month
      Unlimited for setup
    • 10
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Priority
    • Elite

      $995 /month

    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • right icon
    • right icon
    • right icon
    • Custom
    • right icon
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    • Dedicated
VIP syncing service

Wealth at Scale

Vyzer supports individuals, firms, and family offices with powerful tools for oversight, collaboration, and scale.

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Book a demo

Discover the Vyzer experience and take control of your wealth with clarity, structure, and insight.

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Compare plans and features

Starter

Track finances easily, building wealth with basic tools.

Free

/

No credit card required

Core

  • checkmark
    Unlimited holdings
  • checkmark
    Unlimited banks/brokerage syncs
  • checkmark
    Basic cash flow planning (2 
scenarios)
  • checkmark
    Manage 2 entities

Features and services

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    Unlimited initial AI doc setup
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    1 AI-processed doc/month
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    1 Investor Portal VIP sync 
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    Performance tracking & notifications
  • checkmark
    Mobile app
  • checkmark
    Standard support

Plus

Enhanced tools for efficient management and planning.

$145

/

20% saved

Per month

Billed annually

Everything in Starter, and:

  • checkmark
    Manage 5 entities
  • checkmark
    Enhanced cash flow planning (10 scenarios)

Features and services

  • checkmark
    5 AI-processed docs/month
  • checkmark
    3 Investor Portals VIP syncs
  • checkmark
    Reports and statements
  • checkmark
    Community benchmarking
  • checkmark
    Exclusive workshops access
  • checkmark
    Priority Support

Premium

Deeper control over complex holdings with powerful features.

$375

/

20% saved

Per month

Billed annually

Everything in Plus, and:

  • checkmark
    Manage 10 entities
  • checkmark
    Advanced cash flow planning (20 scenarios)

Features and services

  • checkmark
    20 AI-processed docs/month
  • checkmark
    10 Investor Portals VIP syncs
  • checkmark
    Roles & Permissions

Elite

Unlimited features and tailored services for extensive wealth.

$795

/

20% saved

Per month

Billed annually

Everything in Premium, and:

  • checkmark
    Manage unlimited entities
  • checkmark
    Unlimited cash flow planning scenarios

Features and services

  • checkmark
    Unlimited AI doc processing
  • checkmark
    Unlimited Investor portals VIP sync
  • checkmark
    Custom reports & statements
  • checkmark
    Dedicated account manager

Starter

Track finances easily, building wealth with basic tools.

Free

/

No credit card required

Core

  • checkmark
    Unlimited holdings
  • checkmark
    Unlimited banks/brokerage sync
  • checkmark
    Basic cash flow planning (2 scenarios)
  • checkmark
    Manage 2 entities

Features and services

  • checkmark
    Unlimited initial AI doc setup
  • checkmark
    1 AI-processed doc/month
  • checkmark
    1 Investor Portal VIP sync 
  • checkmark
    Performance tracking & notifications
  • checkmark
    Mobile app
  • checkmark
    Standard support

Plus

Enhanced tools for efficient management and planning.

$180

/

Per month

Billed monthly

Everything in Starter, and:

  • checkmark
    Manage 5 entities
  • checkmark
    Enhanced cash flow planning (10 scenarios)

Features and services

  • checkmark
    5 AI-processed docs/month
  • checkmark
    3 Investor Portals VIP syncs
  • checkmark
    Reports and statements
  • checkmark
    Community benchmarking
  • checkmark
    Exclusive workshops access
  • checkmark
    Priority support

Premium

Deeper control over complex holdings with powerful features.

$495

/

Per month

Billed monthly

Everything in Plus, and:

  • checkmark
    Manage 10 entities
  • checkmark
    Advanced cash flow planning (20 scenarios)

Features and services

  • checkmark
    20 AI-processed docs/month
  • checkmark
    10 Investor Portals VIP sync
  • checkmark
    Roles & permissions

Elite

Unlimited features and tailored services for extensive wealth.

$995

/

Per month

Billed monthly

Everything in Premium, and:

  • checkmark
    Manage unlimited entities
  • checkmark
    Unlimited cash flow planning scenarios

Features and services

  • checkmark
    Unlimited AI doc processing
  • checkmark
    Unlimited Investor portals VIP sync
  • checkmark
    Custom reports & statements
  • checkmark
    Dedicated account manager
VIP syncing service

Family Office

Innovative wealth management for HNWI & Family Offices. Comprehensive administration with bespoke solutions.

Trust and Security:

Protecting Your Data is Our Top Priority

Advanced Encryption

Advanced Encryption

Your personal information and financial data are encrypted at rest and in transit using industry-leading security protocols.

Strict Access Controls

Strict Access Controls

We implement rigorous access controls to ensure only authorized personnel can access your data.

Constant Monitoring

Constant Monitoring

Vyzer's system is constantly monitored and regularly tested to detect and respond to security threats swiftly.

Third-Party Audits

Third-Party Audits

Our security practices are independently verified by third-party auditors to ensure they meet and exceed industry standards.

Data Privacy

Data Privacy

We prioritize your privacy and ensure your data is never sold or shared without your explicit consent.

FAQs

 No. You can start using Vyzer's free Starter plan with access to core features like portfolio tracking and cash flow visualization. No credit card required.

Yes. Vyzer supports a wide range of financial institutions. If a direct connection (API or OAuth) isn’t available, we provide alternative methods, like document uploads or AI-based syncing—to ensure your portfolio stays fully updated.

The Starter plan includes core features like unlimited holdings, syncing with your bank and brokerage accounts, performance tracking, and access to our mobile app to manage your portfolio on the go.

Paid plans are ideal for managing more complex portfolios. They offer additional entities, increased AI document processing, and advanced tools like cash flow planning, role management, and community benchmarking, giving you deeper insights and more control.

Yes. You can switch between plans whenever you need, no hassle, no long-term commitment.

No. There are no setup fees for any Vyzer plan, you just pay the listed price for the plan you choose.

You can pay with all major credit cards, including American Express, Discover, Mastercard, and Visa. We also support secure one-click checkout through Link by Stripe, so you can choose what works best for you.

You can cancel your membership any time through the billing section in your account settings, or by contacting our support team at Support@vyzer.co.

Once canceled, your recurring payments will stop immediately, and your account will move to read-only mode, allowing you to view your data, but not make changes.

If you have any questions or need help with the process, our support team is always here to help.

A "read-only" account means you can still securely access and view all your existing data, even after canceling your Vyzer membership. You’ll also be able to export your data at any time.

However, features like editing, syncing, and portfolio updates will no longer be available until you reactivate your plan.

Yes. We offer a 20% discount when you choose an annual subscription instead of monthly billing.

We also partner with select communities to offer exclusive member discounts. If you're part of a group that might qualify, check with your community admins or contact our support team via online chat to learn more.

Occasionally, we run limited-time promotions, be sure to subscribe to our newsletter so you don’t miss out.

Yes, with our Premium and Elite plans, you can control access and permissions to securely share your portfolio with your financial advisor, CPA, family members, or others.

Your privacy and data security are our top priorities. Vyzer uses bank-level encryption (AES-256) to protect your data both in transit and at rest.

We also apply strict access controls, conduct regular security audits, and follow industry-leading practices to safeguard your financial information.

For full details, visit our Security Page.

Yes. Vyzer is used by clients around the world. While you can track assets and liabilities in multiple currencies, our base currency is USD, and syncing with some international institutions may be limited.

You can reach our team anytime via the live chat on our website or platform. You can also email us at Hello@vyzer.co, or schedule a call if you prefer a more personalized conversation. 

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