Vise
Curated by SignalWealth management software suite streamlining personalized portfolio management for advisors.
Overview
Vise is a company that offers a wealth management software suite aimed at improving the operations of financial advisors and wealth managers. The platform incorporates various fintech tools, including customer relationship management (CRM) features, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. Vise's solutions include tax-loss harvesting, custom indexing, and automated portfolio management, which are designed to support personalized investment strategies. The platform aims to streamline operations and ensure compliance, addressing the challenges associated with managing client portfolios while providing data-driven insights and analytics to strengthen client relationships.
Key facts
- Founded
- 2016
- Headquarters
- New York, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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Open roles
26 rolesQuantitative Engineer
New York, NY · On-site · Volunteer
Accounting Lead
New York, NY · On-site · Volunteer
Engagement Lead - Core Sales
New York, NY · On-site · Volunteer
