Our pricing is structured to cater to investors across various stages of their wealth journey. All prices below reflect annual billing (20% savings)
Starter Plan (Free) :
Unlimited Holdings
2 Synced online banks and brokerage platforms
2 Entities
2 Cash flow planning scenarios
AI Document Processing: 5 files in total
1 Investor Portal VIP Sync
Transaction tracking
Performance insights
Mobile App
Standard support
Plus Plan ($145/month, billed annually):
All Starter features
5 Synced online banks and brokerage platforms
5 Entities
10 Cash flow planning scenarios
AI Document Processing: Unlimited for initial setup during first month, then 10 files per month
Reports and statements
Community benchmarking
3 Investor Portal VIP Sync
Exclusive workshops access
Priority support
Premium Plan ($375/month, billed annually) :
All Plus features
10 Synced online banks and brokerage platforms
10 Entities
20 Cash flow planning scenarios
AI Document Processing: Unlimited for initial setup during first month, then 20 files per month
10 Investor Portals VIP Sync
Roles & permissions
Elite Plan ($795/month, billed annually) :
All Premium features
Unlimited Synced of online banks and brokerage platforms
Unlimited Entities
Unlimited Cash flow planning scenarios
Unlimited AI Document Processing
Custom Reports and statements
Unlimited Investor Portals VIP Sync
Dedicated support
Monthly billing is also available:
Plus: $180/month
Premium: $495/month
Elite: $995/month
For a detailed breakdown of our pricing plans, visit: Vyzer Pricing
Read more here about our pricing tiers: https://vyzer.co/pricing