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
Unlimited Sync for 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 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 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 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