VISE

VISE

Vise
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors

Audience

RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5.99
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 4.0 / 5
support 5.0 / 5
Read all reviews

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AllInvestView
Founded: 2023
Spain
www.allinvestview.com

Company Information

Vise
Founded: 2016
United States
vise.com

Alternatives

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software
StockMaster

StockMaster

Supertech
PackHedge™

PackHedge™

FinLab Solutions SA
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Fund Manager

Fund Manager

Beiley Software

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Altruist
Charles Schwab
Fidelity

Integrations

Altruist
Charles Schwab
Fidelity
Claim AllInvestView and update features and information
Claim AllInvestView and update features and information
Claim VISE and update features and information
Claim VISE and update features and information