VISEVise
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Related Products
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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.
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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.
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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
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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
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VISE:
Audience
RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice
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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.
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VISE:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Volaren:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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VISE:
API
Offers API
Not Supported
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Volaren:
API
Offers API
Not Supported
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VISE:
Screenshots and Videos |
Volaren:
Screenshots and VideosNo images available
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VISE:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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VISE:
Reviews/
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Volaren:
Reviews/
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VISE:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Volaren:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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VISE:
Company InformationVise
Founded: 2016
United States
vise.com
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Volaren:
Company InformationVolaren
Founded: 2026
United States
www.volaren.ai/
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VISE:
Alternatives |
Volaren:
Alternatives |
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Volaren:
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VISE:
Categories |
Volaren:
Categories |
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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
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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
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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
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VISE:
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Volaren:
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