Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

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.

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.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Vise AI

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.