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When you first start investing, keeping track of your investments is pretty simple. You probably have a single brokerage account, maybe a 401(k), each with a few positions. You just log in every now and then, look at your dashboard, and you can easily get a good idea of how your money’s doing.

But as time rolls on, as your portfolios become more complicated, and as you pick up new investment accounts, it becomes much more difficult to make all of those accounts tell you one comprehensive story. Tracking investment performance gets trickier, and—if you’re taking cash distributions from different assets—managing your cash flow becomes more challenging.

And if you’re investing in private equity funds, hedge funds, venture capital, real estate or even crypto on top of plain ol’ stocks and bonds, effectively managing your portfolio without several logins and dashboards can seem nearly impossible without professional assistance.

Vyzer might be your solution.

I’m a strong believer in portfolio management software (and I even use a portfolio management platform myself). But many of these programs are really only appropriate for retail investors with simple portfolios. Vyzer, however, has enough horsepower and tools to tackle complex investments and even family-office needs.

Read on as I share my Vyzer review—a look at its strengths, weaknesses, features, costs, and more. My goal here is to help you determine whether Vyzer is right for your investing needs—or if you’re better served with alternative software (or even a human manager).

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What Is an Investment Management Platform?


online financial investing app tablet

An investment management platform lets you track and manage multiple investments or investment accounts in one place. For instance, if you hold investments in a 401(k), brokerage account, and crypto account, a holistic investment management platform could help you track the performance of all of those assets from a single dashboard.

This bird’s-eye view can help you better manage your overall asset allocation by showing you where you’re over- or underweight—certain assets, sectors, even geographies.

One hangup of most investment management platforms is that they only allow you to view performance of certain assets—say, stocks, funds, and bonds. Many of them simply aren’t capable of private investment performance tracking, which is a problem for family offices, institutional investors, and retail investors who hold alternative investments.

That’s where Vyzer comes in.

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About the Vyzer Smart Wealth Management Platform


Vyzer signup

Vyzer is a relatively new software (launched in 2020) created to alleviate a pain point that many investors experience: trying to manage a portfolio of numerous asset types spread across several accounts.

Managing a wide-ranging portfolio is difficult for two reasons. For one, the more varied your investments and the more accounts you have, the harder it is to view your portfolio as a whole (and thus the easier it is to make allocation mistakes).

But self-management is also a lot of work. Keeping track of a diversified portfolio, especially if it includes private investments not held in typical accounts like IRAs and 401(k)s, can eat up hours of manual data research and administrative duties.

Vyzer’s co-founders, Guy Gamzu and Litan Yahav, aimed to address this issue by creating a platform that helps you track performance data for your entire portfolio—regardless of whether you’re invested in traditional assets, non-traditional assets, or both. They then loaded it up with enough financial planning tools to make it useful to both retail investors and professionals alike.

Related: 11 Best Stock Portfolio Tracking Apps [Stock Portfolio Trackers]

How Does Vyzer Work?


The Vyzer digital wealth management platform allows you to track:

  • Traditional investment accounts: Brokerage accounts, individual retirement accounts (IRAs), Roth IRAs, 401(k)s, pensions
  • Bank accounts: 18,000 banks and financial institutions worldwide
  • Real estate: Rental properties, funds, syndications
  • Private equity funds
  • Cryptocurrency
  • Precious metals
  • Collectibles

Vyzer allows you to upload financial and investment information in numerous ways (more on that in a moment), and that information is then displayed alongside your other data in Vyzer’s dashboard. From there, you can track your investment performance, plan out your cash with Vyzer’s income scheduling tool, create customized balance sheets—even learn how similar investors are allocating their assets.

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Vyzer Investment Management Platform Features


Below, I’ll highlight some of Vyzer’s most noteworthy features. Importantly, certain features are only available with certain plans, so make sure to check out the “Vyzer’s Plans” section below.

Automated Account Administration

Vyzer My Portfolio

Simplified data import

Vyzer provides a multitude of ways that investors can upload pertinent financial and investment data.

Vyzer can directly integrate with most of the financial institutions where you would hold brokerage, bank, and other traditional financial and investment accounts. (And depending on your plan, you might be able to use “VIP sync” for accounts that don’t typically sync with Vyzer.)

You can also upload documents (say, a rental agreement, financial statement, or spreadsheet) through Vyzer’s “Magic Box,” which automatically processes the document, categorizes it, and either “creates” the asset within Vyzer or updates an existing one.

You can also upload any Excel spreadsheets you’ve used to track your past transactions and future goals. And if none of these other options suits some of your data, you can also manually input information.

Investment account integrations

You can sync Vyzer with your investment, bank, and other financial accounts, but the platform won’t have direct access to your investment or banking credentials. Instead, Vyzer relies on secure third-party financial aggregators such as Plaid, Salt Edge, Yodlee, and Zabo to protect your login credentials and track your investments.

Transaction tracking

Once you’ve added your assets to Vyzer, it will track transactions on your behalf. You can set up notifications about account distributions and upcoming capital calls to make it easier to stay on top of your investments.

Wealth Management Services

Vyzer Real Estate Asset Class

Co-investments

Vyzer allows you to easily track co-investments. You can categorize investments with family, friends, or business partners, and easily identify your ownership percentage through the platform.

Holding structures

You can also track different holding entities through Vyzer, providing an organized, bird’s-eye view of your portfolio. The platform also lets you assign beneficiaries for each investment, which can help simplify the financial planning process.

Recommendation engine based on community insights

Vyzer offers a unique community recommendation engine for new investments based on insights from its community. So if you sell an asset that others have previously sold, it can recommend a new asset to invest in based on others’ investment decisions.

For example, if you sell a private real estate holding and the disposition reflects in your Vyzer account, Vyzer will tell you what other investors who also sold private real estate holdings purchased afterward. It crowdsources information on investment opportunities based on its community.

If I’m being honest, I would never use the recommendation engine for myself—any investment decisions I’m not making, I’m offloading to a financial professional. But it’s an interesting tool that I can see many other investors enjoying. (Different strokes for different folks, after all!)

Cash Flow Planning

Vyzer Cash Flow Planning

Distribution schedule

Tracking your cash flow can be challenging with a complicated portfolio, but Vyzer offers a flexible tool that lets you plan for upcoming distributions. For example, if you have dividend stocks in your portfolio, it can help track those distributions. This can help you project future cash flow more easily.

Capital calls management

Likewise, you can manage and set up notifications about upcoming capital commitments within the platform. This way, you won’t be caught off guard by unexpected drawdowns.

Cash flow scenarios and planning

Vyzer also lets you project possible cash flow scenarios using AI technology, so you can get insight into how potential income or expenses might impact your overall cash flow.

Reporting

real estate syndication reporting vyzer

Portfolio performance reporting

Vyzer makes it simple to aggregate data and track portfolio performance with its reporting features. Whether you want to see how a specific asset has performed in the past or view overall portfolio performance, you can do so—in real time—through this platform.

Generate various reports based on your investment portfolio

You can also develop customized summaries and balance sheets through Vyzer to help track if a particular investment is performing as you expected.

Performance comparisons

Were you given performance projections for a certain investment? With Vyzer, you can actually create performance comparisons that show you how well you’re doing—and how well you were supposed to be doing.

Related: How to Build a Stock Portfolio From Scratch

Vyzer’s Plans


Vyzer offers a tiered subscription structure, which includes a free option, that’s designed to help investors whether they’re just starting out, growing their portfolios, or managing an increasingly complicated mix of assets.

Here’s what each plan costs and includes:

PlanMonthly Fee*Features Offered Under Plan
Starter PlanFree

    - Portfolio assets: Up to 3
    - Syncing capability: Up to 3 accounts
    - Holding entities: Up to 1
    - Cash flow scenarios: Up to 2
    - Magic Box uploads: 1/mo.
    - Transaction tracking
    - Performance tracking and notifications
Plus Plan$29/mo.

    - Portfolio assets: Up to 15
    - Syncing capability: Up to 10 accounts
    - Holding entities: Up to 5
    - Cash flow scenarios: Up to 10
    - Magic Box uploads: 5 per month
    - Transaction tracking
    - Performance tracking and notifications
    - Investment reports
    - Community recommendation engine
    - Mobile app access
Premium Plan$79/mo.

    - Portfolio assets: Up to 120
    - Syncing capability: Up to 30 accounts
    - Holding entities: Up to 20
    - Cash flow scenarios: Up to 30
    - Magic Box uploads: 20/mo.
    - Transaction tracking
    - Performance tracking and notifications
    - Investment reports
    - Community recommendation engine
    - Mobile app access
    - Managed account syncing service
Family Office Plan$699/mo.

    - Portfolio assets: Unlimited
    - Syncing capability: Unlimited accounts
    - Holding entities: Unlimited
    - Cash flow scenarios: Unlimited
    - Magic Box uploads: Unlimited
    - Transaction tracking
    - Performance tracking and notifications
    - Investment reports
    - Community recommendation engine
    - Mobile app access
    - Managed account syncing service
    - Certified advisor access
    - Priority support
* All paid plans billed annually. When billed monthly, Plus: $36/mo. Premium: $99/mo. Family Office: $873/mo.

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What I Like About Vyzer


As simplistic as it sounds, the hallmark of a good product or service is that you like more than you don’t, and what you like is core to the offering, while what you don’t is less consequential.

And that’s the case for Vyzer.

I love Vyzer’s holistic dashboard for portfolio management. It’s intuitive. I had little difficulty adjusting—though, again, I do have prior experience with using portfolio management software, so true novices’ experiences might differ. It lets you easily track a wide variety of assets in one place. It’s loaded with financial planning tools. It syncs with a stellar number of bank, investment, and other accounts. And there are very few holes in its data importing—I was able to automatically sync up every one of my accounts (no surprise: Vyzer supports more than 18,000 banks and financial institutions). If I couldn’t? I always had the option to upload investment documentation manually, or if I wanted to make life easier on myself, I could have used the automated Magic Box feature to simplify the process.

Vyzer’s reporting and performance data also surpass that of your average traditional wealth management solution, largely because it offers so many more asset classes.

Individual retail investors won’t want for much here, largely because Vyzer’s features are designed for professionals—professionals that have far more needs than your average Joe.

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What We Think Vyzer Can Do Better


Vyzer isn’t a perfect offering, but what flaws it does have are relatively minor by comparison.

For instance: The mobile app doesn’t offer the functionality and insights you can get by logging into the Vyzer platform on your desktop. But this is a fairly common issue with investment apps, which (I’d imagine rightly) assume that investors do the bulk of their serious management on their desktop or laptop, not their phone. Still, if I’m wishing, it’d be nice to see some of the higher-level functions of the desktop platform translate to the Vyzer mobile app.

Also worth mentioning is that automated distributions can’t be tracked on a weekly or biweekly basis, which could create a cash-flow blind spot for some users.

I’ll also note a few complaints from user reviews: You can only attach a single transaction to a particular distribution, not multiple transactions. Users with business assets can’t currently automate distribution tracking. And some users say Vyzer could improve and expand on available visual datasets.

Again, these are pretty minor quibbles. All told, Vyzer offers a unique and helpful solution to investors with complex portfolios, and the pros of this platform will outweigh the cons for many.

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Who Is Vyzer Best For?


accredited investor woman cafe

Vyzer is an ideal solution for accredited investors and other high-net-worth investors.

For example, let’s say you have a brokerage account, retirement savings, an account on a popular crypto exchange, and you’ve also recently expanded into private equity investing. A Vyzer Plus or Premium plan should easily cover your current needs—and grow with you as you expand your holdings. All the while, you’ll be able to view performance data all in one place, generate reports and projections, easily manage your cash flow, get notified of upcoming drawdowns, and create hypothetical scenarios to see how modifying your diverse portfolio could impact its performance.

If you’re a regular retail investor with a few years of experience, and you have, say, a brokerage account, a 401(k), and a savings account with substantial assets, Vyzer’s free Starter plan would be enough to help you elevate your portfolio management.

I wouldn’t suggest Vyzer if you’re just getting started and have one or two accounts and limited assets. The dashboards you have on your individual accounts will suffice for now—indeed, adding Vyzer into the mix might complicate things early on.

Related: Best Investments for Accredited Investors

How to Start With Vyzer


It’s pretty simple to sign up with Vyzer. Here’s a step-by-step guide to getting started:

  1. Click ‘Register’ on the Vyzer site, and share and verify your email.
  2. Once you’ve verified your email on Vyzer, you’ll be prompted to create a password for your new account.
  3. Answer some basic questions, providing your name, information about what you’ve invested in, features you can benefit from, the number of private investments you have, and the level of service you’re seeking.
  4. From there, you’ll be able to view a Vyzer demo, and it will recommend a plan (Starter, Plus, Premium, or Family Office) based on the answers you provided.
  5. If you opt for a higher-tier plan, you’ll need to enter your payment info to begin using Vyzer. But if you opt for the Starter plan, you can log in and start poking around the platform immediately.

Once you’re up and running, you can connect your accounts to Vyzer, then use its Magic Box feature to automatically upload financial documents or manually upload them on your own.

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Vyzer Review


Vyzer Dashboard

Vyzer provides a unique solution to a complex issue: managing several bank, investment, crypto, and other financial accounts all in one place—especially when private investments enter the picture.

It’s a new platform, and it still has a few minor kinks to work out. But the benefits of its investment portfolio tracking capabilities far outweigh its drawbacks.

I recommend Vyzer if you’re struggling to track and manage several investments across different accounts. It can provide the overview, performance data, and reporting features you need to stay on top of all your investments and remain on track to achieve your financial goals—whether you’re managing a portfolio of 10 investments or 100.

Related:

Kyle Woodley is the Editor-in-Chief of Young and the Invested. His 20-year journalistic career has included more than a decade in financial media, where he previously has served as the Senior Investing Editor of Kiplinger.com and the Managing Editor of InvestorPlace.com.

Kyle Woodley oversees Young and the Invested’s investing coverage, including stocks, bonds, exchange-traded funds (ETFs), mutual funds, real estate, alternatives, and other investments. He also writes the weekly Weekend Tea newsletter.

Kyle spent five years as the Senior Investing Editor at Kiplinger, and six years at InvestorPlace.com, including two as Managing Editor. His work has appeared in several outlets, including Yahoo! Finance, MSN Money, the Nasdaq, Barchart, The Globe and Mail, and U.S. News & World Report. He also has made guest appearances on Fox Business and Money Radio, among other shows and podcasts, and he has been quoted in several outlets, including MarketWatch, Vice, and Univision.

He is a proud graduate of The Ohio State University, where he earned a BA in journalism … but he doesn’t necessarily care whether you use the “The.”

Check out what he thinks about the stock market, sports, and everything else at @KyleWoodley.