AI-powered wealth tracking and portfolio management platform for complex investments
Stage
Not given
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Founded
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Based in
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US
Pricing model
Paid
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Pricing
$12 one-time payment for lifetime access to all features with all future updates included. Price increases to $15 after early bird period ends. 30-day money-back guarantee included.
Individual Investors - Annual billing (20% savings): Starter Free, Plus $145/month, Premium $375/month, Elite $795/month. Monthly billing: Starter Free, Plus $180/month, Premium $495/month, Elite $995/month. Family Office plans available by contacting sales.
Key features
Cross-platform support for Windows, macOS, and Linux
AI document processing for financial statements and K-1s
Sync multiple bank and brokerage accounts
Performance tracking across public and private investments
Portfolio organization by entity (LLCs, trusts, IRAs)
Cash flow planning with scenario modeling
Co-investment and ownership stake tracking
Role-based access and permissions
AI-powered portfolio query and insights
Automated reporting and statements
Support for multiple asset classes
What makes it different
One-time $12 payment with lifetime access and all future updates included
Manual entry approach for increased awareness and intentional spending
All-in-one platform combining portfolio tracking, cash flow modeling, document analysis, and reporting without spreadsheets
AI-powered document processing that extracts data from financial statements automatically
Multi-entity and multi-client portfolio management for family offices and advisors
Comprehensive asset class coverage from traditional to crypto and alternative investments
No financial product upselling or conflicts of interest
Fyenance
Vyzer