Close menu
Close menu Log in

Effortlessly track and analyze diverse investments with our advanced tools...

Automate administration

Simplified data import

Upload financial documents to Vyzer's 'Magic Box' for automatic asset creation, organization, and updates.

Investment account integrations

Sync your brokerage accounts, investor portals, and other online holdings to track your portfolio's real-time performance.

Transaction tracking

Stay on top of your latest distributions and upcoming capital calls with Vyzer’s automated tracking and notification system.

Wealth management


Track co-investments with others and easily define your ownership percentage.

Holding structures

Organize your investments under holding entities and different beneficiaries for each investment.

Trusted community insights

Leverage Vyzer members’ wisdom to discover new opportunities and maximize your returns.

Cash flow planning

Distribution schedule

Plan your expected income with a flexible scheduling tool.

Capital calls management

Stay on top of your cash commitments and receive alerts on upcoming capital calls.

Cash flow scenarios

Explore how potential income or expenses will affect your cash flow with Vyzer’s AI-driven scenarios.


Performance reporting

Aggregate and customize your data so you can monitor, track, and manage assets efficiently & quickly.

Generate reports

Create and download customizable balance sheets and investment summaries directly from your account.

Target vs actual performance

Compare actual and expected performance, especially in private placements.

Built for investors with complex portfolios

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).


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 diverse portfolios. With Vyzer, you gain an all-in-one solution that simplifies wealth management, provides transparency over your diverse portfolios, empowers informed decision-making, and guides you towards successful financial growth.

Vyzer is your comprehensive platform for tracking and monitoring a diverse range of assets and investments. Our Asset classes include:

  1. Real estate (syndications, funds, rental)
  2. Private equity funds (VC, Hedge funds, debt funds)
  3. Private companies (Startups & SMEs)
  4. Investment accounts ( Brokerage Accounts, Pension plans, 401(k), IRA, Roth IRA)
  5. Bank accounts (+18,000 banks worldwide)
  6. Life Insurance Policies
  7. Crypto (Binance, Coinbase, BTC & ETH addresses, etc.)
  8. Precious metals
  9. Collectibles

Vyzer serves a diverse range of investors. From beginners using our Starter Plan and seasoned investors with the Plus and Premium Plans, to high net worth individuals and family offices with our Elite Plan.

Vyzer simplifies wealth management by automating complex tasks. We handle everything from translating financial documents to tracking cash flow, freeing you from tedious data management. Regardless of your portfolio's size or complexity, Vyzer does the heavy lifting, allowing you to focus on decision-making. Our plans are tailored to meet varying automation needs, ensuring wealth management is both accessible and simple.

Vyzer is crafted for investors with a diverse range of assets, offering a secure, all-in-one platform for streamlined wealth management. We prioritize your financial clarity without pushing products or active management services. Here's what sets Vyzer apart:

  1. Diverse Portfolio Tracking: While many platforms focus on traditional assets, Vyzer provides a comprehensive view, including real estate syndications, private equity, and cryptocurrencies.
  2. Magic Box Feature: Upload any financial document, and Vyzer will automatically create or update your assets/liabilities, a unique offering in the market.
  3. AI-Powered Insights: Our advanced algorithms analyze transactions, linking them to specific assets or liabilities, ensuring up-to-date cash flow performance.
  4. Benchmarking Tool: Compare and learn from similar investors' asset allocations, optimizing your investment strategies.
  5. Exceptional Support: At Vyzer, we are dedicated to providing outstanding customer service, responding promptly and effectively to our customers' needs.

Vyzer partners with regulated and secure third-party financial account aggregators, such as Plaid & Salt Edge, to connect to your accounts. These services provide Vyzer with a "read-only" interface, ensuring we can't access your specific credentials or execute transactions on your behalf. The number of financial institutions you can sync varies by subscription plan, with the Elite Plan offering unlimited syncs.

Learn more about how Plaid and Salt Edge uphold industry-leading standards for data security, regulatory compliance, and privacy.

No worries! Even if a direct sync with a particular investment platform isn't available, our VIP sync feature ensures you're not left out. Available in the Premium and Elite plans, VIP sync automatically imports your financial data, even from platforms that aren't directly integrated. This guarantees your Vyzer portfolio remains up-to-date.

Furthermore, you can easily forward or upload any financial document—be it statements, spreadsheets, rental agreements, K1’s and more—to Vyzer's 'Magic Box.' We'll process these documents and either create or update assets based on the data.

With or without direct portal connections, Vyzer ensures you maintain full command of your finances and consistently monitor your investment performance.

Our pricing is structured to cater to investors across various stages of their investment journey.

Starter Plan: Free
Best for those looking to explore Vyzer's capabilities.

  • Manage up to 3 private investments and sync with 3 financial institutions.
  • Automated updates for 1 file monthly via the Magic Box.

Plus Plan: $29/m (billed annually)
Tailored for passive income investors with growing portfolios.

  • Manage up to 15 private investments and sync with 10 financial institutions.
  • Automated updates for 5 files monthly via the Magic Box.
  • Access our mobile app, reporting tools, and community benchmarking.

Premium Plan: $79/m (billed annually)
Designed for experienced investors with diverse portfolios.

  • Includes all Plus Plan features and more.
  • Manage up to 60 private investments and sync with 20 financial institutions.
  • Automated updates for 20 files monthly via the Magic Box.
  • Exclusive VIP sync access for up to 10 portals.

Elite Plan: $149/m (billed annually)
Ultimate wealth management for sophisticated investors.

  • Encompasses all Premium Plan offerings and more.
  • Unlimited access to all Vyzer features.
  • Personal account manager for specialized services.

For a detailed breakdown of our pricing plans, visit: Vyzer Pricing

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

Absolutely! Every Vyzer member, regardless of their chosen plan, can export their complete data or specific views related to individual asset classes. Members on the Plus plan and above have the added benefit of generating detailed balance sheets and customized reports.

Onboarding with Vyzer is straightforward and consists of two primary steps:

  1. Sync your financial institutions and Investor Portals.
  2. Upload financial documents to the 'Magic Box'. Vyzer will then automatically generate your assets. (Kindly note that document processing may take up to 48 hours.)

If you prefer, you can also opt to manually input your assets.

Throughout the setup, our dedicated team is on hand to offer personalized guidance and answer any questions. We're committed to ensuring your transition to Vyzer is seamless and hassle-free.

Absolutely! We offer a mobile app for both iOS and Android devices, free for our members. With the Vyzer app, members can manage their wealth on-the-go, view net worth, assess portfolio allocation, and gain valuable investment insights. Access to the mobile app starts from the Plus Plan.

Your Wealth at your Fingertips.

*For members only