Our pricing is structured to cater to investors across various stages of their wealth journey.
Starter Plan (Free) :
Unlimited Holdings
Unlimited Sync for online banks and brokerage platforms
2 Entities
2 Cash flow planning scenarios
AI Document Processing: 1 file/month, Unlimited for setup
1 Investor Portal VIP Sync
Transaction tracking
Performance insights
Mobile App
Standard support
Plus Plan ($29/month):
All Starter features
5 Entities
10 Cash flow planning scenarios
AI Document Processing: 5 files/month
Reports and statements
Community benchmarking
3 Investor Portal VIP Sync
Exclusive workshops access
Priority support
Premium Plan ($79/month) :
All Plus features
10 Entities
20 Cash flow planning scenarios
AI Document Processing: 20 files/month
10 Investor Portals VIP Sync
Roles & permissions
Elite Plan ($149/month) :
All Premium features
Unlimited Entities
Unlimited Cash flow planning scenarios
Unlimited AI Document Processing
Custom Reports and statements
Unlimited Investor Portals VIP Sync
Dedicated support
For a detailed breakdown of our pricing plans, visit: Vyzer Pricing
Read more here about our pricing tiers: https://vyzer.co/pricing