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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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Vise AI

Vise automates investment management for financial advisors using artificial intelligence. Vise has built a full-stack platforming spanning the entire lifecycle of the advisor-client relationship, including: designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. By doing so, Vise helps financial advisors focus on their most valuable resource — their client relationships.

Website

https://vise.com/

Contacts

https://www.facebook.com/viseai/

https://www.linkedin.com/company/viseinc/

https://twitter.com/viseinc

Vise AI
  • Personalized Portfolio Construction
  • Real-Time Portfolio Intelligence
  • Automated Investment Management
  • Tax Aware Portfolio Decisions
  • Stress-test, Back-test, and Simulate
Vise AI

Companies that integrate with Vise AI

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation

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Vise AI

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