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 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.
What types of assets and investments can I track with Vyzer?
Vyzer is your comprehensive platform for tracking and monitoring a diverse range of assets and investments. Our Asset classes include:
Who are Vyzer's typical clients?
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.
What makes Vyzer a better option than doing things on my own?
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.
How does Vyzer compare to other tools and platforms?
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:
How does Vyzer integrate with my financial institutions (e.g., bank accounts, brokerage accounts, investor portals)?
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.
What if Vyzer can't integrate with my investment platform?
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.
How much does Vyzer cost?
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.
Plus Plan: $29/m (billed annually)
Tailored for passive income investors with growing portfolios.
Premium Plan: $79/m (billed annually)
Designed for experienced investors with diverse portfolios.
Elite Plan: $149/m (billed annually)
Ultimate wealth management for sophisticated investors.
For a detailed breakdown of our pricing plans, visit: Vyzer Pricing
How secure is Vyzer?
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
Can I export my data from Vyzer?
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.
What is the onboarding process for Vyzer, and how can I get assistance setting up my account?
Onboarding with Vyzer is straightforward and consists of two primary steps:
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.
Is there a mobile app available for Vyzer?
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.
