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”.
Forbes identified nine fintech businesses that have apparently shrunk their labor forces recently without any announcement or public reporting of their downsizing.
NEW YORK–(BUSINESS WIRE)–Vise, the technology company enabling financial advisors to build personalized portfolios for their clients in minutes, has enhanced its platform to give advisors …
New York, May 25, 2022 (GLOBE NEWSWIRE) -- Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, …
New York, May 25, 2022 (GLOBE NEWSWIRE) -- Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in...
Riyadh and London-based Lean Technologies launched its platform in 2019, enabling third-party financial services providers to access their customer's bank data.
Riyadh and London-based Lean Technologies launched its platform in 2019, enabling third-party financial services providers to access their customer's bank data.
Bogota-based Addi has raised $75 million in an extension f its Series B funding round led by Greycroft.
CBDCs, digital and cryptocurrency are seemingly gaining more momentum with incumbents and government institutions as the Central Bank of Bahrain, Bank ABC and J.P. Morgan …
The platform is on a "mission of creating financial freedom for everyone".