Special Offer for PassivePockets Members
Simplify Wealth
Management with Vyzer.
Unlock your complimentary access to Vyzer’s powerful
tools and enjoy exclusive benefits tailored for you.
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Learn More About Vyzer
Build Wealth,
Not Spreadsheets.
Your portfolio is complex. Managing it shouldn't be. From private market funds to cash flow tracking, see real-time insights to guide your investment choices. You focus on building wealth – Vyzer takes care of everything else.
PassivePockets
Members Benefits
As a valued PassivePockets member, get total visibility and control of your entire financial life.
Complimentary Vyzer
Plus Plan access.
20% discount on upgrades
to Premium and Elite Plans.

Tools to Simplify
and Optimize Your Portfolio

Holistic View
Consolidate all your assets and liabilities into a single platform.
Actionable Insights
Compare investment expectations with actual performance to optimize your portfolio.
Custom Reports
Generate detailed balance sheets, PFS, capital call reports, and more.
Automated Updates
Save time with AI-powered document processing and real-time cash flow projections.
Community Benchmarking
Gain insights from peer strategies to uncover new opportunities.
Sync Accounts
Connect brokerage accounts and investor portals to track real-time performance.
Claim Your Benefits
Effortless Onboarding
We understand your time is valuable. That’s why Vyzer’s onboarding process is designed to be seamless and stress-free.
1

Magic Box AI

Upload your balance sheet or tracker, and Vyzer’s AI will automatically create your portfolio. Keep it updated by uploading new documents or emailing them to our secure email.
2

VIP Sync

Automatically pull financial data from investor portals and platforms without standard integrations, ensuring your portfolio stays accurate and current.
3

Personalized Support

Schedule a demo or onboarding session, join a weekly platform walkthrough, or connect with our live support team for immediate assistance.
Schedule Your Demo
What Investors
Are Saying About Vyzer
It’s the best system I have found for tracking my investments. I now use only Vyzer for my syndication, private lending, funds and pretty much everything else. Once you get all of your data in Vyzer – updates and new distributions are very easy and quick to do.
Jim Pfeifer
Jim PfeiferPassive Real Estate Investor
Vyzer has completely changed how I manage my portfolio. By streamlining my financial data and providing real-time insights, it helps me make smarter decisions and stay on top of my investments with ease.
Richard Brooks
Richard BrooksReal Estate Investor
I was hesitant to switch to a new software, but Vyzer’s Magic Box AI made onboarding effortless. It’s now my go-to platform for tracking and optimizing my private investments.
Laura Bennett
Laura BennettPrivate Equity Investor
As an entrepreneur juggling multiple responsibilities, Vyzer has been a lifesaver. The weekly walkthroughs, responsive support team, and automation tools have saved me countless hours while ensuring my portfolio stays optimized and aligned with my financial goals.
Michael Davis
Michael DavisEntrepreneur
Your Security, Our Priority
Data Encryption
All personal and financial data is encrypted at rest and in transit.
Secure Account Integration
Vyzer only uses regulated, read-only connections.
Two-Factor Authentication
Adds an extra layer of account protection.
Privacy Commitment
Your information is never shared or sold.
Claim Your Benefits
Your Questions, Answered

Vyzer is your virtual family office, providing you with a digital wealth management platform designed for portfolio tracking and financial planning. It combines tools for public and private investment performance tracking, financial projections, peer benchmarking, and document analysis, all in one powerful solution.

Vyzer caters to investors at all levels—offering transparency, simplifying management, and empowering smarter financial decisions.

Vyzer supports a wide range of asset classes, including:

  • Real Estate: Syndications, funds, rentals.
  • Private Equity Funds: Venture capital, hedge funds, debt funds.
  • Private Companies: Startups, small and medium enterprises (SMEs).
  • Investment Accounts: Brokerage accounts, pension plans, 401(k), IRA, Roth IRA.
  • Bank Accounts: Integrate with over 18,000 banks worldwide.
  • Insurance: Life insurance policies.
  • Crypto: Platforms like Binance, Coinbase, and wallet addresses.
  • Precious Metals and Collectibles.

Vyzer automates wealth management tasks like cash flow tracking and document analysis, saving you time and effort. It simplifies even the most complex portfolios, providing tailored plans to meet your automation needs. With Vyzer, you focus on making informed decisions while we handle the heavy lifting.

Yes! Vyzer members can export their entire data or specific views of their asset classes. Members on the Plus plan and above can also generate detailed balance sheets and customized reports.

Yes! The Vyzer app is free for members and available for both iOS and Android devices. With the app, you can manage your wealth on the go, monitor your net worth, review portfolio allocation, and access valuable investment insights.

Simply click “Claim Your Exclusive Benefits” and follow the onboarding steps to activate your complimentary access. If you already signed up to Vyzer or have an account, please reach out to our support team at support@vyzer.co or via the chat option at the bottom left of your screen, and we will activate your complimentary account.

Vyzer prioritizes data security with top-tier encryption protocols to ensure your financial information remains private and secure. Learn more about Vyzer’s security measures here.

You’ll lose access to the exclusive benefits, but you can continue using Vyzer on the free Starter plan.

Your Financial Clarity
Starts Here
Don’t let scattered accounts and outdated tools hold you back.
Join PassivePockets members already simplifying their
wealth management with Vyzer.
Claim now
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