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.
Learn more →Your entire portfolio, organized and intelligently tracked with real-time insights.
Upload K-1s, capital calls, investor reports, and more. Vyzer extracts the data, updates your portfolio, and eliminates manual work.
Learn more →Monitor investment performance across your portfolio including IRR, ROI, CoC, actual vs. expected and more.
Learn more →Analyze cash flow trends and project future inflows and outflows. Run custom scenarios to plan ahead.
Learn more →See how others invest, compare strategies, and make data-backed decisions completely anonymously.
Learn more →Track finances easily, building wealth with basic tools.
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No credit card required
Enhanced tools for efficient management and planning.
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Per month
Billed annually
Deeper control over complex holdings with powerful features.
/
Per month
Billed annually
Unlimited features and tailored services for extensive wealth.
/
Per month
Billed annually
Track finances easily, building wealth with basic tools.
/
No credit card required
Enhanced tools for efficient management and planning.
/
Per month
Billed monthly
Deeper control over complex holdings with powerful features.
/
Per month
Billed monthly
Unlimited features and tailored services for extensive wealth.
/
Per month
Billed monthly
Vyzer simplifies entity management, reporting, and collaboration for wealth professionals.
Compare plans
Vyzer supports individuals, firms, and family offices with powerful tools for oversight, collaboration, and scale.
Discover the Vyzer experience and take control of your wealth with clarity, structure, and insight.
Track finances easily, building wealth with basic tools.
/
No credit card required
Core
Features and services
Enhanced tools for efficient management and planning.
/
Per month
Billed annually
Everything in Starter, and:
Features and services
Deeper control over complex holdings with powerful features.
/
Per month
Billed annually
Everything in Plus, and:
Features and services
Unlimited features and tailored services for extensive wealth.
/
Per month
Billed annually
Everything in Premium, and:
Features and services
Track finances easily, building wealth with basic tools.
/
No credit card required
Core
Features and services
Enhanced tools for efficient management and planning.
/
Per month
Billed monthly
Everything in Starter, and:
Features and services
Deeper control over complex holdings with powerful features.
/
Per month
Billed monthly
Everything in Plus, and:
Features and services
Unlimited features and tailored services for extensive wealth.
/
Per month
Billed monthly
Everything in Premium, and:
Features and services
Innovative wealth management for HNWI & Family Offices. Comprehensive administration with bespoke solutions.
Trust and Security:
Your personal information and financial data are encrypted at rest and in transit using industry-leading security protocols.
We implement rigorous access controls to ensure only authorized personnel can access your data.
Vyzer's system is constantly monitored and regularly tested to detect and respond to security threats swiftly.
Our security practices are independently verified by third-party auditors to ensure they meet and exceed industry standards.
We prioritize your privacy and ensure your data is never sold or shared without your explicit consent.
Do I need to pay to sign up for Vyzer?
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.
Can I connect all of my accounts and holdings?
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.
How does the free Starter plan compare to paid plans?
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.
Can I upgrade or downgrade my plan at any time?
Yes. You can switch between plans whenever you need, no hassle, no long-term commitment.
Are there any setup fees for any of the plans?
No. There are no setup fees for any Vyzer plan, you just pay the listed price for the plan you choose.
What payment methods can I use?
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.
How do I cancel my membership?
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.
What is a "read-only" account?
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.
Do you offer any discounts?
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.
Can I invite someone to view or help manage my portfolio?
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.
How does Vyzer ensure the security of my financial data?
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.
Is Vyzer available outside the U.S.?
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.
How can I reach support?
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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