Starter
Priced on request
2 synced online banks and brokerage platforms · 2 entities · 2 cash flow planning scenarios · 5 AI-processed files total · 1 Investor Portal VIP Sync
Checked 24 Sep 2026
Plans and prices
Vyzer pricing
Plus
$145 a month
5 synced online banks and brokerage platforms · 5 entities · 10 cash flow planning scenarios · 10 AI-processed files per month after initial setup · 3 Investor Portal VIP Sync
Checked 24 Sep 2026
Premium
$375 a month
10 synced online banks and brokerage platforms · 10 entities · 20 cash flow planning scenarios · 20 AI-processed files per month after initial setup · 10 Investor Portal VIP Sync
Checked 24 Sep 2026
Elite
$795 a month
Unlimited synced banks and brokerage platforms · Unlimited entities and cash flow planning scenarios · Unlimited AI document processing · Custom reports and statements · Dedicated support
Checked 24 Sep 2026