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).
Upload your financial documents into the Magic Box feature and Vyzer will organize and update your data for each of your assets.
Sync your brokerage accounts, investor portals and other online holdings to track your portfolio’s performance in real time.
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 & easily.
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 an investment portfolio tracking and wealth management solution for all of your investment management needs. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and peer benchmarking in one powerful solution, Vyzer takes the pain out of managing your money and makes it easy for you to get ahead.
What assets can I track on Vyzer ?
Vyzer is designed to allow you to track all your investments in one place. With Vyzer, you have a comprehensive view of your entire portfolio and can easily monitor its performance.
Asset classes you can track on Vyzer:
Who are Vyzer's typical clients?
Vyzer is designed for investors who have diverse portfolios with multiple sources of income, such as private equity, hedge funds, real estate and more.
What makes Vyzer a better option than doing things on my own?
Here are some key features to emphasize our value proposition:
How does Vyzer compare to Personal Capital?
Personal Capital is a great financial dashboard, here is where Vyzer is different:
How does Vyzer integrate to my financial institutions (i.e. Bank accounts, brokerage accounts, investor portals etc..)?
Your financial accounts can be synced into Vyzer for automated cash flow and investment performance tracking.Vyzer uses regulated and secure third party financial account aggregator services – like Plaid & Salt Edge to connect to your accounts.
When you enter your banking credentials on your account, your credentials are sent directly to the respective service, but never to Vyzer’s servers. These platforms then provide Vyzer with a “ready only” interface, so we cannot access your specific credential or make transactions on your behalf.
Read more here about how Plaid, Yodlee, Salt Edge & Zabo adhere to industry leading practices for data security, regulatory compliance, and privacy.
What if you can’t integrate with my investment platform?
In the event that we cannot sync your bank account or investment portal, we have tech and processes in place to streamline your finances even without any portal integrations.
Here’s how:
How much does the Vyzer cost?
Our pricing model is super simple - A flat membership fee of $79/m paid annually or $99/m paid monthly. We prioritize our user's data privacy and only generate revenue through a flat membership fee. Our business model focuses on protecting what matters most - you!
Read more here https://vyzer.co/pricing
How secure is Vyzer?
We use bank-grade security and top-notch encryption technologies to make sure your data is private and secure. Led by a team of experienced ex-military professionals we place the utmost importance on security. Our commitment is absolute.
Read more here https://vyzer.co/security
Can I export my data from Vyzer?
Yes, you can export all your data or specific views of different asset classes, as well as generate a balance sheet in PDF or excel format.
What is the onboarding process for Vyzer and how can I get help setting up my account?
The onboarding process involves syncing your financial institutions, uploading financial documents into the "Magic Box" (which may take up to 48 hours to process).
You can also choose to create your assets manually. You can also reach out to your designated account manager for personalized assistance in setting up your account and addressing any questions you may have.
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 the app, members can stay connected to their wealth from anywhere and at any time, as it allows them to view their net worth, portfolio allocation, and receive insights on investments. Having their finances at their fingertips has never been easier.