Vise

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Unlike many competitors, Vise offers a subscription-based model that is scalable, catering to both small and large advisory firms. The goal of Vise is to empower financial advisors to achieve better investment outcomes while efficiently scaling their operations.