Audience

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

About VISE

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.

Integrations

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Company Information

Vise
Founded: 2016
United States
vise.com

Videos and Screen Captures

VISE Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Online

VISE Frequently Asked Questions

Q: What kinds of users and organization types does VISE work with?
Q: What languages does VISE support in their product?
Q: What other applications or services does VISE integrate with?
Q: What type of training does VISE provide?
Q: What pricing for support is available for VISE?
Q: What pricing for training is available for VISE?

VISE Product Features

Investment Management

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

Stock Portfolio Management

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