Vise is an AI-driven investment management platform built and designed for Financial Advisors
Vise automates investment management for financial advisors using artificial intelligence via full-stack platform spanning the entire lifecycle of the advisor-client relationship, including designing personalized portfolios for clients, managing portfolios, and providing on-going intelligence. Powered by natural language processing, it builds customized portfolios for every client and helps advisors tell a compelling story to their clients with key talking points, including the “why”.
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Fintastico Team
7 months
https://www.investmentnews.com/the-latest-in-fi...
The latest in financial adviser fintech — June 2020 - InvestmentNews
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Fintastico Team
7 months
https://www.coindesk.com/how-public-key-infrast...