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
    546 Ratings
    Company Website
  • Order.co Reviews & Ratings
    224 Ratings
    Company Website
  • Dynamo Software Reviews & Ratings
    68 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • IUX Reviews & Ratings
    893 Ratings
    Company Website
  • eToro Reviews & Ratings
    31,115 Ratings
  • Monarch Money Reviews & Ratings
    5 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    82 Ratings
    Company Website
  • BetterWorld Reviews & Ratings
    75 Ratings
    Company Website
  • ZenTreasury Reviews & Ratings
    9 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 ImpaQt plus?

ImpaQt plus is an all-encompassing, independent solution specifically designed for private banking firms, integrating the entire advisory process from evaluating clients and developing portfolios to conducting pre-trade suitability checks, portfolio assessments, reporting, and executing trades. This cutting-edge platform serves as a vital tool for client advisors aiming to achieve exceptional results. Our flexible services address the varied requirements of businesses across almost every industry. Having completed over 250 projects in diverse sectors, we have positioned ourselves as a trusted leader in addressing intricate challenges, providing scalable technologies that deliver real benefits to our clients. Discover why our clients consistently express their satisfaction and loyalty. In today’s digital environment, realizing growth potential is essential, and both agility and sophistication play critical roles in this pursuit. In a highly competitive market, we take pride in offering some of the quickest and most advanced algorithms available globally, ensuring our clients stay ahead of the curve in innovation. Our unwavering commitment to quality not only sets a standard for the industry but also underscores our focus on continuous enhancement and the success of our clients. This dedication to progress ensures that we are always evolving to meet the changing needs of the market.

Media

Media

Integrations Supported

Altruist
Charles Schwab
Fidelity
Nitrogen

Integrations Supported

Altruist
Charles Schwab
Fidelity
Nitrogen

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vise

Date Founded

2016

Company Location

United States

Company Website

vise.com

Company Facts

Organization Name

swissQuant

Company Location

Switzerland

Company Website

www.swissquant.com/en/all-products/

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

VGG Image Search Engine Reviews & Ratings

VGG Image Search Engine

Visual Geometry Group

Popular Alternatives

StyleADVISOR Reviews & Ratings

StyleADVISOR

Informa Business Intelligence
Windham Portfolio Advisor Reviews & Ratings

Windham Portfolio Advisor

Windham Capital Management
Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software