One single, holistic, dashboard for up-to-the-minute clarity and visibility across your entire investment portfolio.
Start Free with Vyzer
Upload financial documents to Vyzer's 'Magic Box' for automatic asset creation, organization, and updates.
Sync your brokerage accounts, investor portals, and other online holdings to track your portfolio's real-time performance.
Stay on top of your latest distributions and upcoming capital calls with Vyzer’s automated tracking and notification system.
Track co-investments with others and easily define your ownership percentage.
Organize your investments under holding entities and different beneficiaries for each investment.
Leverage Vyzer members’ wisdom to discover new opportunities and maximize your returns.
Plan your expected income with a flexible scheduling tool.
Stay on top of your cash commitments and receive alerts on upcoming capital calls.
Explore how potential income or expenses will affect your cash flow with Vyzer’s AI-driven scenarios.
Aggregate and customize your data so you can monitor, track, and manage assets efficiently & quickly.
Create and download customizable balance sheets and investment summaries directly from your account.
Compare actual and expected performance, especially in private placements.
A single online platform to track, monitor and control all your investments - from real estate syndications to private equity, crypto to traditional (and whatever the future may bring).
What is Vyzer?
Vyzer is your virtual family office and a comprehensive digital wealth management platform specializing in investment portfolio tracking and financial planning. Our innovative solution combines performance tracking for both public and private investments, advanced financial planning tools, data-driven projections, peer benchmarking, financial documents analysis and more.
We cater to a broad spectrum of investors, from those just beginning their investment journey to high-net-worth individuals with complex portfolios. With Vyzer, you gain an all-in-one solution that simplifies investment management, provides transparency over your diverse portfolios, empowers informed decision-making, and guides you towards successful wealth growth.
What assets can I track on Vyzer ?
Vyzer is your comprehensive platform for tracking a diverse range of assets and investments.
Our Asset classes include:
Who are Vyzer's typical clients?
Vyzer is designed to cater to a wide spectrum of investors. Our members range from individuals exploring investment management with our Starter Plan, sophisticated investors with diverse portfolios using the Plus and Premium Plans, to high net worth individuals and family offices utilizing our comprehensive Family Office Plan.
What makes Vyzer a better option than doing things on my own?
Vyzer takes the complexity and time-consuming nature out of personal finance management. Our key value proposition lies in our robust automation capabilities. From translating financial documents and updating assets or liabilities to tracking cash flow and identifying transactions, we automate tedious tasks, making it effortless for you to manage your wealth. No matter the size or complexity of your portfolio, Vyzer is designed to do the heavy lifting, so you can focus more on making decisions and less on data management. Each plan offers a different level of automation to cater to your specific needs, making wealth management accessible and simple.
How does Vyzer compare to other tools and platforms?
Vyzer is tailored for those who manage an eclectic mix of assets and seek a secure, all-in-one platform for effortless wealth management. We do not attempt to sell you financial products or convince you to surrender your money for active management.
Here's how Vyzer stands apart from other platforms:
How does Vyzer integrate to my financial institutions (i.e. Bank accounts, brokerage accounts, investor portals etc..)?
Vyzer uses regulated and secure third-party financial account aggregator services – like Plaid & Salt Edge to connect to your accounts. These platforms then provide Vyzer with a “read - only” interface, so we cannot access your specific credential or make transactions on your behalf. The number of financial institutions you can sync depends on your subscription plan, with the Family Office Plan offering unlimited syncs.
Read more here about how Plaid, Salt Edge adhere to industry leading practices for data security, regulatory compliance, and privacy.
What if you can’t integrate with my investment platform?
Don't worry; we've got you covered even if we can't directly sync with a specific investment platform. For situations like these, VIP sync is available in the Premium and Family Office plans. VIP sync allows us to automatically pull in your financial data, even from accounts that don't typically sync. This ensures your portfolio on Vyzer is always up-to-date.
In addition, any financial document, statement, spreadsheet, rental agreement, etc., can be forwarded or uploaded into Vyzer's "Magic Box." These documents are then processed, and assets are created or updated based on the information provided.
Even without direct portal integrations, Vyzer keeps you in control of your finances and on top of your investment performance.
How much does the Vyzer cost?
Our pricing model is designed to suit investors at every level of sophistication.
Starter Plan: Free
Ideal for investors who are new to Vyzer and are in the process of growing their portfolios. This plan allows you to manage up to 3 assets, sync up to 3 financial institutions, and offers automated updates for up to 1 file a month via the Magic Box.
Plus Plan: $29/m paid annually
Ideal for sophisticated investors with diverse portfolios. This plan allows you to manage up to 15 assets, sync up to 10 financial institutions, and offers automated updates for up to 5 files a month via the Magic Box. Additionally, you'll have access to our mobile app, reporting features, and community.
Premium Plan: $79/m paid annually
Designed for experienced investors with more complex portfolios. This plan offers enhanced features, allowing you to manage up to 120 assets, sync up to 30 financial institutions, and offer automated updates for up to 20 files a month via the Magic Box. Premium Members also get exclusive access to VIP sync.
Family Office Plan: $699/m paid annually
Our most sophisticated plan is designed for high-net-worth investors managing extensive portfolios. It includes all the benefits and features of our other plans, but Family Office members get unlimited access to all Vyzer's advanced features, along with a personal account manager for professional services.
Read more here about our pricing tiers: https://vyzer.co/pricing
How secure is Vyzer?
Vyzer uses bank-grade security and encryption technologies to keep your data private and secure. Led by ex-military professionals, our commitment to security is unparalleled.
Our commitment to security remains the same across all pricing tiers. Read more about our security protocols here: https://vyzer.co/security
Can I export my data from Vyzer?
Yes! All Vyzer members, regardless of their plan, have the capability to export their data in its entirety or select views pertaining to distinct asset classes. Advanced plan members can further generate comprehensive balance sheets and customized reports.
What is the onboarding process for Vyzer and how can I get help setting up my account?
Getting started with Vyzer is simple and requires two easy steps.
Alternatively, you can choose to manually create your assets.
During this process, our team is available to provide personalized assistance with setting up your account and addressing any questions you may have. Our mission is to ensure your transition to Vyzer is as smooth and effortless as possible
Is there a mobile app available for your platform?
Yes, our mobile app is accessible on both iOS and Android devices and is free for our members. With it, Vyzer members can access their wealth from anywhere, anytime, view their net worth, portfolio allocation, and receive investment insights. The mobile app is available from the Plus Plan onwards.
