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.
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Integrations
Company Information
Vise
Founded: 2016
United States
vise.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Online
VISE Frequently Asked Questions
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
