- Financial Advisors: Design personalized portfolios and manage client investments efficiently.
- Wealth Management Firms: Scale operations while maintaining high-quality client service.
- Portfolio Managers: Construct custom strategies around client positions and ESG criteria.
- RIA Aggregators: Leverage a unified platform to streamline operations across multiple teams.
- Investment Consultants: Access actionable insights and analysis for client reporting.
How to Use Vise?
- Sign Up & Integrate Custodian: Begin by connecting your firm’s custodian and existing strategies.
- Construct Portfolios: Use the platform’s analytic tools to build customized portfolios aligned to client goals.
- Automate Management: Set up automated daily tax-loss harvesting and account rebalancing.
- Analyze & Report: Generate X-Ray analysis reports and visualize the impact of every trade.
- AI-Powered Insights: Instantly visualize and explain the rationale behind each investment choice.
- Automated Portfolio Management: Daily tax optimization and automatic rebalancing for efficient account maintenance.
- Customization at Scale: Build portfolios around locked positions, ESG values, and more.
- Integrated Analytics: Create transition analysis and compelling client proposals quickly.
- Fast Onboarding: Firms can get started and operational within just seven days.
- Streamlines portfolio creation and management for advisors.
- Offers advanced analytics and proposal tools.
- Automates tax optimization and routine tasks.
- Integrates with custodians and existing strategies.
- Clients cannot directly access the platform; only intermediaries can use it.
- Advanced customization may require onboarding support.
- Platform’s AI explanations may need advisor review for complex cases.
- Limited to firms working with supported custodians.
Custom
Pricing information is not directly provided.
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Editorial Note
This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.
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