Information for Advisors
Financial professionals, are you looking for a client-centric tool that will keep your clients engaged and you up-to-date on their complete financial status?
MyVizerPro is built for professional advisors that want to brand their own client app. This system is an app-based aggregation tool for your clients with an Advisor Portal that allows you to monitor their assets, liabilities and cashflow
Best yet, you have the ability to consolidate communications with your clients with a messaging app tool that's built right into the application.
Try it for Free!
Request your demo account today! Simply email us at Sales@MyVizerPro.com to get started. Your demo account will allow you to test the app for FREE for 2 months on up to 10 of your clients!
Ready to Roll it Out to Your Client Base?
The fee structure is as follows:
- 0-50 users: $300/month
- 51-100 users: $475/month
- Each additional 50 clients/users: $175/month
If you have questions about the App or need further assistance, please contact us.