Vyzer is an investment portfolio and wealth management tool. This is a virtual family office that helps manage the wealth. It is a suitable option for Limited Partnership investors because it helps track and optimize the investment portfolio. In addition, it can manage financial documents as well as transactions, so the entire process is automated.�
The best thing is that you can integrate it with different investment accounts. This means all your financial data will be available in one place. Also, you get personalized insights and updates about the portfolio. Lastly, it�s extremely secure!
Performance Score
A+
Wealth Management Quality
Real-time and personalized insights
Interface
Intuitive
AI Technology
- Natural language processing
- Deep learning algorithms
Purpose of Tool
Track and automate the wealth management and portfolio investments through real-time analysis
Compatibility
- Web-based interface
- API access
- Android and iOS smartphone apps
Pricing
One free and three paid plans are available
Who is Using Vyzer?
- Limited Partnership (LP) Investors: They can streamline the management of LP investments. It automatically tracks capital calls, distributions, and performance data, providing a clear overview of their LP portfolio. ��
- High-Net-Worth Individuals (HNWIs): They can track your investments, bank accounts, real estate, and other assets in one place. Also, it has cash flow analysis and financial planning tools to help make informed decisions.
Investment portfolio management
Investment accounts integration
Real-time & personalized insights
Wealth management
Financial reports generation
Capital call management
Automated administration
Transaction tracking
Historical cash flow
Financial document analysis
Community benchmarking
Cash flow planning
Is Vyzer Free?
Yes, there is a free version of this tool available. It provides basic cash flow planning, and you can manage two entities at once. In addition, three paid plans are available that cost $36, $99, and $186.
Plus Plan
- Costs $36 a month�
- Manage five entities�
- 10 scenarios for cash flow planning�
- 5 AI reports�
- 3 investor portals��
Premium Plan
- Costs $99 a month�
- Manage ten entities�
- 20 scenarios for advanced cash flow planning�
- 20 AI reports�
- 10 investor portals�
Elite Plan
- Costs $186 a month
- Unlimited entities�
- Unlimited scenarios for cash flow planning�
- Unlimited AI reports�
- Unlimited investor portals�
Vyzer Pros & Cons
Automated management of financial documents.
Manage investment transactions.
Integrates with current investment accounts.
Real-time and personalized updates.
Highly secure.
Only suitable for Limited Partnership investors.
