MyVizer is a phone based account aggregation app used by wealth managers and financial planners to help their clients monitor all of their financial accounts and cashflow.
This app is a convenient way to view Net Worth (assets and liabilities) along with monitoring Cash Flow (income and expenses), so that clients can track their progress in building wealth. But that’s not all, their financial advisor can monitor the same data through an advisor portal to make sure the clients financial plans are up to date at all times.
In addition the app offers a messaging feature to enable conversations between advisors and clients, all from their 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!