Vyzer review
A multi-asset portfolio hub for tracking family investments, cash flows and commitments.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Vyzer brings public and private investments, financial accounts and other assets into one portfolio view. It is aimed at individual investors, families, RIAs and family offices that need to track holdings alongside commitments, expected distributions and cash flow. Web, iOS and Android access supports a range of day-to-day viewing needs, while account syncing and AI-assisted document extraction can reduce manual portfolio recordkeeping. Its breadth suits households with varied assets better than investors looking only for public-market research tools.
Planning and ownership are central strengths: users can organize holdings by entity, track shared ownership, monitor portfolio performance against targets, model cash-flow scenarios and keep tabs on capital calls and expected distributions. Supported bank, brokerage and investor-portal accounts can be synced, with Plaid and Akoya listed as integrations. Financial documents can also be uploaded for AI-assisted portfolio data extraction. These capabilities make Vyzer relevant to families and advisors managing private investments as well as conventional accounts, though the Starter tier's limits may constrain more complex portfolios.
The free Starter plan includes unlimited holdings, but limits synced banks and brokerage platforms to 2, entities to 2, cash-flow scenarios to 2 and AI-processed files to 5 total. Plus costs $145 per month billed annually or $180 monthly, adding reports and statements, community benchmarking and 3 Investor Portal VIP Sync. Premium costs $375 monthly billed annually or $495 monthly, adding roles and permissions and 10 Investor Portal VIP Sync. Elite costs $795 monthly billed annually or $995 monthly; it adds unlimited sync, entities, scenarios and AI document processing, plus custom reports and dedicated support. Families with multiple entities or extensive sync needs should compare the paid tiers carefully; a simpler portfolio may be adequately served by Starter.
Vyzer pros and cons
- Where it wins
- Tracks public and private investments alongside other assets
- Models cash flows and tracks capital calls and distributions
- Organizes holdings by entity with shared ownership and reports
- Where it doesn't
- Starter limits account sync to 2 banks and brokerages
- Starter includes only 2 entities and 2 cash-flow scenarios
- Paid plans start at $145/month billed annually
Vyzer fact sheet, pricing and score →
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