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Vyzer description
Vyzer is a wealth management software designed for individuals and families with diverse investments, including private equity and limited partnerships. It provides a central platform to track all your investments, analyze their performance, and plan for future cash flow. Vyzer automates administrative tasks like document analysis and transaction tracking, offering real-time portfolio insights and benchmarking data. It prioritizes data security and integrates with various investment accounts.
Who is Vyzer best for
Vyzer is a wealth management solution designed for individuals and families with diverse investments, including private equity and limited partnerships. It offers a central platform to track all investments, analyze performance, and plan future cash flow. Vyzer automates administrative tasks, provides real-time portfolio insights, and integrates with various accounts. It offers a range of paid plans with a free Starter option.
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Best for small firms seeking a centralized platform to manage diverse investments.
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No specific industry fit identified, but particularly relevant for firms managing private equity and limited partnerships.
Vyzer features
Supported Vyzer offers customizable reports that can be used for investor updates. |
Supported Vyzer supports scenario modeling through its AI-driven cash flow planning tools. |
Supported Vyzer allows benchmarking portfolio performance against similar investors. |
Supported Vyzer tracks investment performance, including returns and peer benchmarks. |
Vyzer pricing
See the Vyzer pricing page.
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Vyzer has a free plan.
Unlimited holdings, unlimited banks/brokerage syncs, basic cash flow planning (2 scenarios), manage 2 entities, unlimited initial AI doc setup, 1 AI-processed doc/month, 1 Investor Portal VIP sync, performance tracking & notifications, mobile app, and standard support.
All Starter features, plus: manage 5 entities, enhanced cash flow planning (10 scenarios), 5 AI-processed docs/month, 3 Investor Portals VIP syncs, reports and statements, community benchmarking, exclusive workshops access, and priority support.
All Plus features, plus: manage 10 entities, advanced cash flow planning (20 scenarios), 20 AI-processed docs/month, 10 Investor Portals VIP syncs, and roles & permissions.
All Premium features, plus: manage unlimited entities, unlimited cash flow planning scenarios, unlimited AI doc processing, unlimited Investor portals VIP sync, custom reports & statements, and a dedicated account manager.
Vyzer alternatives
AddeparInvestment management platform for the ultra-wealthy, simplifying complex portfolios.Read more
Juniper SquareInvestment management platform built for private funds. Simple, scalable, secure.Read more
Standard MetricsAutomated financial reporting for VCs and startups. Clearer insights, less effort.Read more
Vyzer FAQ
Vyzer is a wealth management platform for individuals and families with diverse investments, including private equity and limited partnerships. It consolidates investment tracking, performance analysis, and cash flow planning. Vyzer automates administrative tasks, provides real-time insights, and prioritizes data security.
What is Vyzer and what does Vyzer do?
Vyzer is a wealth management platform for individuals and families with diverse investments, including private equity and limited partnerships. It consolidates investment tracking, performance analysis, and cash flow planning. Vyzer automates administrative tasks, provides real-time insights, and prioritizes data security.
Vyzer integrates with various investment accounts, providing a central platform to track all your investments. It automates administrative tasks like document analysis and transaction tracking. More specific integrations are not publicly available.
How does Vyzer integrate with other tools?
Vyzer integrates with various investment accounts, providing a central platform to track all your investments. It automates administrative tasks like document analysis and transaction tracking. More specific integrations are not publicly available.
Vyzer competes with Aumni, Addepar, Juniper Square, Covercy, Orion Planning, and Palance. These platforms offer similar functionalities, such as portfolio tracking, performance analysis, and reporting, catering to various investor types from individuals to large institutions.
What the main competitors of Vyzer?
Vyzer competes with Aumni, Addepar, Juniper Square, Covercy, Orion Planning, and Palance. These platforms offer similar functionalities, such as portfolio tracking, performance analysis, and reporting, catering to various investor types from individuals to large institutions.
Vyzer appears to be a legitimate wealth management software. It has positive ratings and offers features like performance tracking and investor reporting. For more in-depth information about Vyzer's safety, exploring user reviews is recommended.
Is Vyzer legit?
Vyzer appears to be a legitimate wealth management software. It has positive ratings and offers features like performance tracking and investor reporting. For more in-depth information about Vyzer's safety, exploring user reviews is recommended.
Vyzer's pricing ranges from free to $795/month. The Starter plan is free, while Plus, Premium, and Elite cost $145, $375, and $795 per month, respectively. A custom-priced Family Office plan is also available. Is Vyzer worth it? It depends on your needs and budget.
How much does Vyzer cost?
Vyzer's pricing ranges from free to $795/month. The Starter plan is free, while Plus, Premium, and Elite cost $145, $375, and $795 per month, respectively. A custom-priced Family Office plan is also available. Is Vyzer worth it? It depends on your needs and budget.
Vyzer's customer service is highly responsive and actively incorporates user feedback, leading to continuous improvements and updates. Users appreciate the quick implementation of changes and the direct communication regarding requested features.
Is Vyzer customer service good?
Vyzer's customer service is highly responsive and actively incorporates user feedback, leading to continuous improvements and updates. Users appreciate the quick implementation of changes and the direct communication regarding requested features.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.