VISE

VISE

Vise
Macroaxis VISE

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Macroaxis:

About

Discover thousands of sustainable investment opportunities across different asset classes. Invest in what you are passionate for or care about. Macroaxis is a sophisticated yet simple to use personalized wealth optimization service that delivers measurable value in the form of improved return on investment portfolios of self-guided and socially-responsible investors. Our platform enables investors to generate efficient long-term portfolios in any economic environment across multiple markets. Our technology is based on both traditional and evolving trends in fintech to empower investors with the most affordable digital wealth advisory service. Enjoy unlimited access to our highly scalable wealth optimization engine by joining over 100,000 satisfied investors who build over 20,000,000 optimal portfolios with Macroaxis.
VISE:

About

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
Macroaxis:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
VISE:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Macroaxis:

Audience

Investors in need of a portfolio optimization platform
VISE:

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
VISE:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Macroaxis:

API

Offers API Not Supported
VISE:

API

Offers API Not Supported
Macroaxis:

Screenshots and Videos

VISE:

Screenshots and Videos

Macroaxis:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
VISE:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Macroaxis:

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:

Review this Software
VISE:

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:

Review this Software
Macroaxis:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
VISE:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Macroaxis:

Company Information

Macroaxis
Founded: 2006
United States
www.macroaxis.com
VISE:

Company Information

Vise
Founded: 2016
United States
vise.com
Macroaxis:

Alternatives

VISE:

Alternatives

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VGG Image Search Engine

Visual Geometry Group
Macroaxis:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
VISE:
Sharesight

Sharesight

4.0 out of 5 stars
Macroaxis:
VISE:
Fundamental Portfolio Manager

Fundamental Portfolio Manager

Fundamental Software
Macroaxis:
Apex AscendOS

Apex AscendOS

Apex Fintech Solutions
VISE:
Macroaxis:
Fusion Invest

Fusion Invest

Finastra
VISE:
PackHedge™

PackHedge™

FinLab Solutions SA
5.0 out of 5 stars
Macroaxis:

Categories

VISE:

Categories

Macroaxis:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported
VISE:

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Not Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported

Stock Portfolio Management Features

Billing & Invoicing Not Supported
Client Management Not Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Not Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Supported
Risk Management Supported
Tax Management Supported
Technical Analysis Not Supported
Wash Sale Detection Supported
Macroaxis:

Integrations

Altruist Not Supported
Charles Schwab Not Supported
Fidelity Not Supported
Nitrogen Not Supported
VISE:

Integrations

Altruist Supported
Charles Schwab Supported
Fidelity Supported
Nitrogen Supported
Macroaxis:
Claim Macroaxis and update features and information
Claim Macroaxis and update features and information
VISE:
Claim VISE and update features and information
Claim VISE and update features and information