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.
Track finances easily, building wealth with basic tools.
/
No credit card required
Enhanced tools for efficient management and planning.
/
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
Innovative wealth management for HNWI & Family Offices. Comprehensive administration with bespoke solutions.
Compare plans
Innovative wealth management for HNWI & Family Offices. Comprehensive administration with bespoke solutions.
Discover the Vyzer experience and transform your wealth management journey.
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.
Convert your financial documents into actionable data with our Magic Box.
Learn more →
Analyze your financial transactions and investment performance across all your accounts.
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Forecast your expected cash flow with AI-driven projection scenarios to plan your financial future.
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Explore new investments opportunities and learn from the successes and failures of fellow investors.
Learn more →
Do I need to pay to sign up for Vyzer?
No, you can sign up for our Starter plan for free. This plan allows you to use all of Vyzer's core features without any cost.
How does the free Starter plan compare to paid plans?
The Starter plan offers essential features, including unlimited holdings, up to 2 entities, and 1 AI document processing per month for auto-updating your portfolio. Paid plans provide more flexibility with additional entities, increased AI document processing, advanced cash flow planning tools, and premium features like role management and community benchmarking. Each paid plan is designed to help manage larger, more complex portfolios with enhanced capabilities.
Can I upgrade or downgrade my plan at any time?
Yes, you can change your plan at any time.
Are there any setup fees for any of the plans?
No, there are no setup fees for any of our plans. You only pay the listed price for your chosen plan.
What payment methods can I use?
We accept all major credit cards, including American Express, Discover, Mastercard, and Visa. You can also pay using Link by Stripe for added convenience.
How do I cancel my membership?
You can cancel your membership at any time through your billing section under your account settings or by contacting our support team at Support@vyzer.co. Your recurring payments will be canceled immediately.
It's important to note that after cancellation, your account will switch to "read-only" mode, allowing you to view your data but not make changes. If you need any assistance during the cancellation process or have questions about what happens to your data afterwards, our support team is always ready to help.
What is a "read-only" account?
A "read-only" account means that even if you cancel your paid Vyzer membership, you can still access and view your existing data securely. You can also export this data whenever you wish. However, certain functionalities will be restricted.
Do you offer any discounts?
We offer a 20% discount for annual subscriptions compared to monthly billing. Additionally, we partner with certain communities to offer special member discounts. If you're part of a community that might have a partnership with us, we encourage you to check with your community administrators or reach out to our support team via online chat for more information.
We may also run promotional discounts from time to time, so stay tuned to our newsletter for special offers.
How does Vyzer ensure the security of my financial data?
We use bank-level encryption to protect your data both in transit and at rest. We also employ strict access controls, regular security audits, and follow industry best practices for data protection.
For more details, please visit our Security Page.
How can I reach support?
You can reach our support team through the online chat on our website and platform, email us at Hello@vyzer.co, or schedule a call with us here.
Book your personal consultation