About Vise
Vise is an automated portfolio management platform for modern wealth management. It simplifies the complex process of individualized portfolio construction, enabling advisors to generate customized portfolios within minutes.
Vise Details
Vendor
Vise Technologies
Year Launched
2016
Location
521 Broadway, 3rd Floor, New York, NY 10012
Deployment
cloud, web browser
Training Options
demo
Countries Served
United States
Languages
English
Users
Investors, Financial Analysts, Portfolio Managers, Wealth Managers, Traders, Risk Managers, Compliance Officers, Quantitative Analysts, Fund Managers
Industries Served
Finance
Tags
Wealth Tech, Portfolio Automation, Fintech, AI Investing
Vise's In-App Market Place
Does Vise have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($)
Pros & Cons
- It saves an average of 15 hours per month by automating trading and research.
- Replaces multiple separate tools for trading, rebalancing, and research with one platform.
- Allows advisors to act like a large-scale institutional manager for smaller client accounts.
- Currently optimized only for the US regulatory and tax environment.
- Full automation is limited to the specific custodians Vise has deep technical links with.
- Clients cannot access the platform directly; it requires a licensed financial professional.
Vise's Support Options
Email Address
clientservice@vise.com