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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 Global Predictions?

Global Predictions is pioneering the creation of the first-ever commercially available digital twin of the global economy, which is designed to improve decision-making for policymakers, businesses, and investors by providing unbiased insights and analytical tools for assessing economic fluctuations, managing investment portfolios, identifying potential risks, and forecasting future developments. The company’s innovative Recommendation Engine, crafted by leading quantitative economists and machine learning specialists, meticulously links and extracts correlations from millions of diverse data streams, macroeconomic models, and simulations. Furthermore, this sophisticated engine powers PortfolioPilot, a free multi-asset net worth management platform tailored for individual investors, allowing them to gain deeper insights into their financial well-being and opportunities. Consequently, both institutional players and retail investors stand to gain from enhanced analytics that guide their strategic decisions in a swiftly changing economic environment. This dual approach not only democratizes economic insights but also empowers users to navigate complex financial landscapes with greater confidence and clarity.

Media

Media

No images available

Integrations Supported

Altruist
Charles Schwab
Fidelity
Nitrogen

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Vise

Date Founded

2016

Company Location

United States

Company Website

vise.com

Company Facts

Organization Name

Global Predictions

Date Founded

2020

Company Location

United States

Company Website

www.globalpredictions.com

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

Investment Management

Not specified

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