VISE

VISE

Vise
VISE Volaren

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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.
Volaren:

About

Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
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
Volaren:

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:

Audience

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

Audience

Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
VISE:

Support

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

Support

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

API

Offers API Not Supported
Volaren:

API

Offers API Not Supported
VISE:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
VISE:

Pricing

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

Pricing

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version Supported
Free Trial Not Supported
VISE:

Reviews/Ratings

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

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Review this Software
Volaren:

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:

Training

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

Training

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

Company Information

Vise
Founded: 2016
United States
vise.com
Volaren:

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
VISE:

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VISE:
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VISE:
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VISE:

Categories

Volaren:

Categories

VISE:

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

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
VISE:

Integrations

Charles Schwab Supported
Fidelity Supported
Alpaca Not Supported
Altruist Supported
Binance Not Supported
Coinbase Not Supported
E*TRADE Not Supported
Kraken Not Supported
Plaid Not Supported
Public Not Supported
Questrade Not Supported
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
eToro Not Supported
tastytrade Not Supported
Volaren:

Integrations

Charles Schwab Supported
Fidelity Supported
Alpaca Supported
Altruist Not Supported
Binance Supported
Coinbase Supported
E*TRADE Supported
Kraken Supported
Plaid Supported
Public Supported
Questrade Supported
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
eToro Supported
tastytrade Supported
VISE:
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Volaren:
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