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
Supported
Bonds / Stocks
Supported
Commodities
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Accounting Management
Not Supported
Client Management
Not Supported
Compliance Reporting
Not Supported
For Investors & Traders
Not Supported
Payroll & Commissions
Not Supported
Stock Portfolio Management
For Investment Advisors
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Supported
Wash Sale Detection
Supported
Billing & Invoicing
Not Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Technical Analysis
Not Supported
