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.
Integrations
Similar Software to VISE
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Company Facts
Company Name:
Vise
Date Founded:
2016
Company Location:
United States
Company Website:
vise.com
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Startup
Supported Languages
English
VISE Categories and Features
Stock Portfolio Management Software
For Investment Advisors
Portfolio Rebalancing
Risk Management
Tax Management
Wash Sale Detection
Investment Management Software
Benchmarking
Bonds / Stocks
Commodities
Data Import / Export
For Investment Advisors
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management