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Explore our diverse range of membership plans, designed to cater to every kind of investor, for every step on your investment journey:

Starter

Best for investors exploring Vyzer, perfect for building portfolios.

Free

/

No credit card required

Learn more Learn more

Plus

Ideal for sophisticated investors with diverse portfolios.

$29

/

20% saved

Per month

Billed annually

Learn more Learn more

Premium

Designed for experienced investors with complex portfolios.

$79

/

20% saved

Per month

Billed yearly

Learn more Learn more

Starter

Best for investors exploring Vyzer, perfect for building portfolios.

Free

/

No credit card required

Learn more Learn more

Plus

Ideal for sophisticated investors with diverse portfolios.

$36

/

Per month

Billed monthly

Learn more Learn more

Premium

Designed for experienced investors with complex portfolios.

$99

/

Per month

Billed monthly

Learn more Learn more

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VIP syncing service

Family Office plan

Family Office

Experience the ultimate in investment management with end-to-end administration and bespoke services.

Seamless Wealth Management for Passive Investments

    • Portfolio size Info icon
    • Online banks and brokerage platforms Info icon
    • Holding entities Info icon
    • Create cash flow scenarios Info icon
    • Magic Box- Files uploaded Info icon
    • Transaction tracking Info icon
    • Investment performance tracking and notifications Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Mobile app Info icon
    • VIP Syncing Service Info icon
    • Starter

      Tailored for Initial
      Portfolio Builders

      Free

    • 3
    • 3
    • 1
    • 2
    • 1 file / month
    • right icon
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    • Plus

      Ideal for Growing
      Portfolios

      $29 /month

    • 15
    • 10
    • 5
    • 10
    • 5 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Premium

      Designed for Advanced
      Investment Management

      $79 /month

    • 120
    • 30
    • 20
    • 30
    • 20 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Portfolio size Info icon
    • Online banks and brokerage platforms Info icon
    • Holding entities Info icon
    • Create cash flow scenarios Info icon
    • Magic Box- Files uploaded Info icon
    • Transaction tracking Info icon
    • Investment performance tracking and notifications Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Mobile app Info icon
    • VIP Syncing Service Info icon
    • Starter

      Tailored for Initial
      Portfolio Builders

      Free

    • 3
    • 3
    • 1
    • 2
    • 1 file / month
    • right icon
    • right icon
    • Plus

      Ideal for Growing
      Portfolios

      $36 /month

    • 15
    • 10
    • 5
    • 10
    • 5 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Premium

      Designed for Advanced
      Investment Management

      $99 /month

    • 120
    • 30
    • 20
    • 30
    • 20 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
VIP syncing service

Family Office

Sophisticated Management for Extensive Portfolios - Precision, control, and clarity for high net worth investors

Choose the perfect plan for your investment journey

Tailored to your needs, from growing to diverse and complex portfolios.

Starter

Best for investors exploring Vyzer, perfect for building portfolios.

Free

/

No credit card required

Portfolio size

  • checkmark
    Manage up to 3 assets
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    Sync up to 3 financial institutions
  • checkmark
    Explore 2 cash flow scenarios

Features and services

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    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 1 file a month with the Magic Box

Plus

Ideal for sophisticated investors with diverse portfolios.

$29

/

20% saved

Per month

Billed annually

Portfolio size

  • checkmark
    Manage 15 assets
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    Sync 10 financial institutions
  • checkmark
    Explore 10 cash flow scenarios
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    Add 5 different holding entities

Features and services

  • checkmark
    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 5 file a month with the Magic Box
  • checkmark
    Access to our mobile app, reporting tools, and community Benchmarking

Premium

Designed for experienced investors with complex portfolios.

$79

/

20% saved

Per month

Billed yearly

Portfolio size

  • checkmark
    Manage 120 assets
  • checkmark
    Sync 30 financial institutions
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    Explore 30 cash flow scenarios
  • checkmark
    Add 20 different holding entities

Features and services

  • checkmark
    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 20 file a month with the Magic Box
  • checkmark
    Access to our mobile app, reporting tools, and community Benchmarking

Starter

Best for investors exploring Vyzer, perfect for building portfolios.

Free

/

No credit card required

Portfolio size

  • checkmark
    Manage up to 3 assets
  • checkmark
    Sync up to 3 financial institutions
  • checkmark
    Explore 2 cash flow scenarios

Features and services

  • checkmark
    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 1 file a month with the Magic Box

Plus

Ideal for sophisticated investors with diverse portfolios.

$36

/

Per month

Billed monthly

Portfolio size

  • checkmark
    Manage 15 assets
  • checkmark
    Sync 10 financial institutions
  • checkmark
    Explore 10 cash flow scenarios
  • checkmark
    Add 5 different holding entities

Features and services

  • checkmark
    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 5 file a month with the Magic Box
  • checkmark
    Access to our mobile app, reporting tools, and community Benchmarking

Premium

Designed for experienced investors with complex portfolios.

$99

/

Per month

Billed monthly

Portfolio size

  • checkmark
    Manage 120 assets
  • checkmark
    Sync 30 financial institutions
  • checkmark
    Explore 30 cash flow scenarios
  • checkmark
    Add 20 different holding entities

Features and services

  • checkmark
    Automated transaction identification
  • checkmark
    Investment performance tracking and notifications
  • checkmark
    Automated updates of up to 20 file a month with the Magic Box
  • checkmark
    Access to our mobile app, reporting tools, and community Benchmarking
UHNWI Badge
VIP syncing service

Family Office

Experience the ultimate in investment management with end-to-end administration and bespoke services.

Trust and Security:

Protecting Your Data is Our Top Priority

Advance 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.

How it works?

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Seamless (like magic!) data import

Effortlessly import your financial docs to Vyzer's Magic Box for automatic account set up and updates.

Learn more →
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Automatic Cash Flow Tracking

Sync your financial accounts & Vyzer’s AI will identify and link transactions to specific assets, auto-tracking their performance.

Learn more →
vyzer feature
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Cash flow planning

Vyzer forecasts your expected cash flow through AI-driven projection scenarios so you can plan your financial future.

Learn more →
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Trusted community insights

Discover new investment opportunities and learn from like-minded investors' successes and failures.

Learn more →
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FAQs

No, you can get started with our free Starter Plan. This plan allows you to experience a range of features including managing up to 3 assets, syncing with 3 financial institutions, and more, all at no cost.

The Starter Plan allows you to manage up to 3 assets, sync with up to 3 financial institutions, and includes automated transaction identification, investment performance tracking, and notifications. It's a great way to familiarize yourself with Vyzer.

You can upgrade to our Plus, Premium, or Family Office Plan if you need more advanced features. Each plan offers a broader range of features, allowing you to manage more extensive and complex portfolios.

Absolutely. You can upgrade or downgrade your Vyzer plan at any time based on your needs. Any changes will become effective immediately.

No, there are no setup fees for any Vyzer plan. We believe in a transparent pricing model with no hidden fees. The cost you see is the cost you pay.

At Vyzer, we take security seriously. No matter what plan you're on, we use bank-grade security and top-notch encryption technologies to ensure your data is always private and secure.

Read more about our security procedures and policies here

We accept all major credit cards, including American Express, Discover, Mastercard and Visa.

Canceling your membership is easy. Simply go to the“Account Settings” page of your account and click on the "Billing" button. Select ‘Cancel membership’ from the menu. Your recurring payments will then be canceled, and your account will switch into “read only,” and you’ll be refunded for the remainder of your billing cycle.

If you have any questions, you can always reach out to hello@vyzer.co.

If you decide at any point to cancel your paid membership with Vyzer, your information will remain accessible and secure. You can even export your existing data at any time. However, at this point, some functionalities will become limited. For instance, you will not be able to add new items to Vyzer (assets/liabilities), approve new cash distributions or sync new accounts.

Yes! Yes! If you choose the annual billing option for our Plus, Premium, or Family Office Plan, your membership fee will be 20% lower than the monthly billing option.