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What is Visible Alpha?

Visible Alpha offers an integrated platform for engaging with research reports, analyst models, and corporate access events, allowing clients to efficiently track, budget, assess value, and compensate for research materials. This innovative company is transforming collaborative efforts on Wall Street by equipping firms with advanced tools for analysis, valuation, and content discovery. With a rapidly expanding client roster, it manages assets totaling $17 trillion and collaborates with over 600 research providers contributing valuable content. Additionally, the company employs more than 500 professionals globally and receives backing from major banking institutions, including Banco Santander and Bank of America Merrill Lynch, among others. The strategic partnerships and extensive network enhance its offerings and solidify its position in the financial services industry.

What is Diversiview?

Diversiview by LENSELL is a cloud-driven portfolio analysis and optimisation solution designed to help both everyday investors and financial professionals strengthen and improve their investment portfolios. With Diversiview, investors can: - Measure a full range of portfolio metrics, including expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, and drawdown recovery time. - Examine diversification in depth at the individual asset level. - Visualise how their portfolio is expected to perform based on its current allocation, as well as compare it to thousands of alternative allocation possibilities. - Generate efficient allocations along the Efficient Frontier — including the Minimum Risk Portfolio, Optimal Portfolio, and other efficiency-focused positions — all powered by our distinctive Dual-Objective Optimisation Approach (DOOA). - Backtest their allocation strategy to understand potential historical performance. For advisers, Diversiview provides additional capabilities: storing unlimited portfolios, linking portfolios to clients, establishing benchmarks, building and maintaining model portfolios, and performing fast rebalancing and reoptimisation.

Media

Media

Integrations Supported

BattleFin Ensemble

Integrations Supported

Alpaca
CAS 360
CommSec
Fidelity
Interactive Brokers
Robinhood
Sharesight
Stake
eToro
moomoo

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

For individual, non-commercial use: buy and use credit points on demand

For business/commercial use: Subscription

White labelling and API integration available.
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Visible Alpha

Date Founded

2012

Company Location

United States

Company Website

visiblealpha.com

Company Facts

Organization Name

LENSELL

Date Founded

2020

Company Location

Australia

Company Website

diversiview.online

Categories and Features

Financial Modeling

Not specified

Investment Management

Benchmarking
Performance Metrics
Portfolio Management

Categories and Features

Investment Management

Benchmarking
Bonds / Stocks
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Portfolio Analysis

Not specified

Stock Portfolio Management

For Investment Advisors
Portfolio Rebalancing
Risk Management

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