Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Order.co Reviews & Ratings
    228 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 Ratings
    Company Website
  • IUX Reviews & Ratings
    968 Ratings
    Company Website
  • eToro Reviews & Ratings
    32,208 Ratings
  • Capitalcore Reviews & Ratings
    90 Ratings
    Company Website
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • SurePayroll Reviews & Ratings
    845 Ratings
    Company Website
  • Adaptive Security Reviews & Ratings
    152 Ratings
    Company Website

What is VISE?

Vise is an innovative asset management firm that leverages technology to assist financial advisors in constructing, overseeing, and articulating tailored investment portfolios. Their approach enhances the advisor-client relationship by providing personalized insights and streamlined management processes.

What is Alwy?

Alwy stands out as a cutting-edge personal finance platform that emphasizes mobile accessibility while fully complying with GDPR standards, allowing users to effortlessly monitor their income, expenses, debts, and investments by syncing all their banking and credit card accounts. The platform automatically categorizes transactions several times daily, updates budgets in real-time, offers personalized saving tips—like canceling unneeded subscriptions or renegotiating fixed expenses—and delivers a thorough overview of debts with comparative analyses for improving loan terms. Users gain valuable insights into their financial health and receive customized recommendations for building emergency savings, diversifying investment portfolios, and obtaining more favorable interest rates. Furthermore, Alwy includes a B2B component that equips financial professionals, insurance providers, and mutual fund companies with the tools necessary to create a unified CRM experience, incorporating trading and custody services, digital client onboarding, real-time compliance alerts, and integrated portfolio management features. This comprehensive approach not only elevates personal financial management but also enhances the capabilities of financial institutions in serving their clientele more effectively. In this way, Alwy fosters a more informed and proactive financial environment for both individuals and businesses alike.

Media

Media

Integrations Supported

Altruist
Charles Schwab
Fidelity
Nitrogen

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Free
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Vise

Date Founded

2016

Company Location

United States

Company Website

vise.com

Company Facts

Organization Name

Alwy

Date Founded

2020

Company Location

Sweden

Company Website

alwy.se/

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investment Advisors
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

For Investment Advisors
Portfolio Rebalancing
Risk Management
Tax Management
Wash Sale Detection

Categories and Features

Personal Finance

Not specified

Popular Alternatives

VGG Image Search Engine Reviews & Ratings

VGG Image Search Engine

Visual Geometry Group

Popular Alternatives

Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software