Your financial advisor is using this personal finance app with clients so that you both can easily monitor your financial life.
MyVizer is a handy way to view your Net Worth (assets and liabilities) along with monitoring your Cash Flow (income and expenses), so that you can track your progress in building wealth. But that’s not all, your Advisor can monitor the same data to make sure your financial plan is up-to-date every year.
Best of all, you have the ability to message your advisor directly and track your communications, all from your Smart phone.
Ready to get started? Download the MyVizer app now!
Do I have to work with a financial advisor to use MyVizerPro?
Yes - This tool is for professional advisors to use with their clients to better track their financial goals. If your advisor isn’t on our platform, you can invite them to try a demo by having them email firstname.lastname@example.org.
Step 2: Your advisor will send you an email with your log-in credentials.
Step 3: Review the tutorial that your advisor sends on how to use the app.
Step 4: Link your financial accounts (bank, investment, credit cards, loans, etc.)
Step 5: Watch your money work harder!
Have questions or need technical assistance? We are happy to help!