Vise Investments

Vise is an AI-driven investment management platform built and designed for Financial Advisors

Description of service

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”.

Business
Financial Institutions

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