Close menu
Close menu Log in
Mobile Image Mobile Image

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

Starter

Explore the Power of Vyzer. Risk-Free

Free

/

No credit card required

Learn more Learn more

Plus

Tailored for passive income investors with growing portfolios.

$29

/

20% saved

Per month

Billed annually

Learn more Learn more

Premium

Designed for experienced investors with diverse portfolios.

$79

/

20% saved

Per month

Billed annually

Learn more Learn more

Elite

Ultimate wealth management for sophisticated investors.

$149

/

20% saved

Per month

Billed annually

Learn more Learn more

Starter

Explore the Power of Vyzer. Risk-Free

Free

/

No credit card required

Learn more Learn more

Plus

Tailored for passive income investors with growing portfolios.

$36

/

Per month

Billed monthly

Learn more Learn more

Premium

Designed for experienced investors with diverse portfolios.

$99

/

Per month

Billed monthly

Learn more Learn more

Elite

Ultimate wealth management for sophisticated investors.

$186

/

Per month

Billed monthly

Learn more Learn more

UHNWI Badge
VIP syncing service

Family Office Services

Family Office

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

Compare plans

Choose the perfect plan for your investment journey

Starter

Explore the Power of Vyzer. Risk-Free

Free

/

No credit card required

Portfolio size

  • checkmark
    Manage 3 private investments
  • 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
  • checkmark
    VIP Syncing Service of 1 portal

Plus

Tailored for passive income investors with growing portfolios.

$29

/

20% saved

Per month

Billed annually

Portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Explore 10 cash flow scenarios
  • checkmark
    Add 5 different holding entities

Features and services

  • checkmark
    All Starter features
  • checkmark
    Automated updates of up to 5 files a month with the Magic Box
  • checkmark
    Reports and statements
  • checkmark
    Access Vyzer’s mobile app
  • checkmark
    Community benchmarking
  • checkmark
    VIP Syncing Service of up to 3 portals

Premium

Designed for experienced investors with diverse portfolios.

$79

/

20% saved

Per month

Billed annually

Portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Explore 20 cash flow scenarios
  • checkmark
    Add 10 different holding entities

Features and services

  • checkmark
    All Plus features
  • checkmark
    Automated updates of 20 files a month with the Magic Box
  • checkmark
    VIP Syncing Service of up to 10 portals

Elite VIP syncing service

Ultimate wealth management for sophisticated investors.

$149

/

20% saved

Per month

Billed annually

Unlimited portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Unlimited cash flow scenarios
  • checkmark
    Add unlimited holding entities

Features and services

  • checkmark
    All Premium features
  • checkmark
    Automated updates of unlimited files with the Magic Box
  • checkmark
    Unlimited VIP Syncing Service to your portals
  • checkmark
    Personal Vyzer account manager
  • checkmark
    Coming soon: Role management

Starter

Explore the Power of Vyzer. Risk-Free

Free

/

No credit card required

Portfolio size

  • checkmark
    Manage 3 private investments
  • 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
  • checkmark
    VIP Syncing Service of 1 portal

Plus

Tailored for passive income investors with growing portfolios.

$36

/

Per month

Billed monthly

Portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Explore 10 cash flow scenarios
  • checkmark
    Add 5 different holding entities

Features and services

  • checkmark
    All Starter features
  • checkmark
    Automated updates of up to 5 files a month with the Magic Box
  • checkmark
    Reports and statements
  • checkmark
    Access Vyzer’s mobile app
  • checkmark
    Community benchmarking
  • checkmark
    VIP Syncing Service of up to 3 portals

Premium

Designed for experienced investors with diverse portfolios.

$99

/

Per month

Billed monthly

Portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Explore 20 cash flow scenarios
  • checkmark
    Add 10 different holding entities

Features and services

  • checkmark
    All Plus features
  • checkmark
    Automated updates of 20 files a month with the Magic Box
  • checkmark
    VIP Syncing Service of up to 10 portals

Elite VIP syncing service

Ultimate wealth management for sophisticated investors.

$186

/

Per month

Billed monthly

Unlimited portfolio size

  • checkmark
    Manage unlimited private investments
  • checkmark
    Sync unlimited financial institutions
  • checkmark
    Unlimited cash flow scenarios
  • checkmark
    Add unlimited holding entities

Features and services

  • checkmark
    All Premium features
  • checkmark
    Automated updates of unlimited files with the Magic Box
  • checkmark
    Unlimited VIP Syncing Service to your portals
  • checkmark
    Personal Vyzer account manager
  • checkmark
    Coming soon: Role management
VIP syncing service

Family Office

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

Empowering Investors with Tailored Investment Management Solutions

Seamless Wealth Management for Passive Investments

    • Portfolio size
    • Portfolio size Info icon
    • Sync online banks and brokerage platforms Info icon
    • Holding entities Info icon
    • Cash flow scenarios Info icon
    • Features and services
    • Magic Box Info icon
    • Transaction tracking & Notifications Info icon
    • Performance insights Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Mobile app Info icon
    • VIP Syncing Service Info icon
    • Role management
    • Starter

      Explore the Power of
      Vyzer. Risk-Free

      Free

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

      Tailored for Growing
      Portfolios

      $29 /month

    • Unlimited
    • Unlimited
    • 5
    • 10
    • 5 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • 3
    • Premium

      Designed for Diverse
      Portfolios

      $79 /month

    • Unlimited
    • Unlimited
    • 10
    • 20
    • 20 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • 10
    • Elite

      The Ultimate Wealth
      Management Experience

      $149 /month

    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Unlimited
    • Coming soon
    • Portfolio size
    • Portfolio size Info icon
    • Sync online banks and brokerage platforms Info icon
    • Holding entities Info icon
    • Cash flow scenarios Info icon
    • Features and services
    • Magic Box Info icon
    • Transaction tracking & Notifications Info icon
    • Performance insights Info icon
    • Reports and statements Info icon
    • Community benchmarking Info icon
    • Mobile app Info icon
    • VIP Syncing Service Info icon
    • Role management
    • Starter

      Explore the Power of
      Vyzer. Risk-Free

      Free

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

      Tailored for Growing
      Portfolios

      $36 /month

    • Unlimited
    • Unlimited
    • 5
    • 10
    • 5 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • 3
    • Premium

      Designed for Diverse
      Portfolios

      $99 /month

    • Unlimited
    • Unlimited
    • 10
    • 20
    • 20 files / month
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • 10
    • Elite

      The Ultimate Wealth
      Management Experience

      $186 /month

    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • Unlimited
    • right icon
    • right icon
    • right icon
    • right icon
    • right icon
    • Unlimited
    • Coming soon
VIP syncing service

Family Office plan

Family Office

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

UHNWI Line image UHNWI Line image

Book a demo

Discover the Vyzer experience and transform your wealth management journey.

chart Image

Empowering Investors with Tailored Investment Management Solutions

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?

An image of a number one icon above

Seamless (like magic!) data import

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

Learn more →
vyzer feature
An image of a number two icon above

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
An image of a number three icon above

Cash flow planning

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

Learn more →
vyzer feature
An image of a number four icon above

Trusted community insights

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

Learn more →
vyzer feature

FAQs

Not at all! You can begin with our Starter Plan for free. This plan lets you explore various features, such as managing up to 3 assets and syncing with 3 financial institutions, without any charges.

With the Starter Plan, you can:

  • Manage up to 3 assets
  • Sync with up to 3 financial institutions
  • Benefit from automated transaction identification
  • Track your investment performance
  • Receive timely notifications

It's an excellent introduction to the Vyzer experience.

If you're seeking more advanced capabilities, consider upgrading to our Plus, Premium, or Elite Plan. Each tier provides an expanded set of features tailored for managing larger and more intricate portfolios.

Of course. You're free to upgrade or downgrade your Vyzer plan whenever you wish. All changes will take effect immediately.

None at all. At Vyzer, we pride ourselves on transparent pricing without any hidden fees. What you see is what you pay.

At Vyzer, we prioritize your data's safety. Using bank-grade security and encryption technologies, we ensure your information remains private and secure. Guided by ex-military professionals, our dedication to security is second to none.

Rest assured, our unwavering commitment to security is consistent across all pricing plans. Learn more about our security protocols here: Vyzer Security.

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

To cancel your membership, follow these steps:

  1. Navigate to the "Account Settings" page in your account.
  2. Click on the "Billing" button.
  3. Choose the 'Cancel membership' option.

Once done, your recurring payments will be canceled, and your account will change to "read-only" mode.

For any questions or assistance, feel free to contact us at hello@vyzer.co.

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. You won't be able to add new assets/liabilities, approve cash distributions, or sync new accounts.

Absolutely! Opt for the annual billing on our Plus, Premium, or Elite Plan, and you'll enjoy a 20% discount compared to the monthly billing option.