Name: Vise
Author: Vise AI Advisors

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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Vise, developed by Vise AI Advisors, LLC, is an asset manager that aims to assist financial advisors, registered investment advisors (RIA), RIA aggregators, broker-dealers, and wealth management firms in building, managing, and explaining personalized portfolios. The platform offers a streamlined portfolio creation process, allowing advisors to construct customized portfolios at scale within minutes. According to the vendor, Vise enables efficient management of client accounts and portfolio templates, simplifying workflows and saving time. Additionally, Vise Autopilot ensures regular distributions are managed efficiently, adapting to various needs and fluctuations while maintaining optimal cash flow.

Vise's AI-powered Vise Intelligence™ feature accelerates portfolio analysis and provides tailored market insights, allowing advisors to enhance client meetings and dedicate more time to relationship building. The platform offers on-demand portfolio details and curated talking points, aiming to save time and strengthen client interactions. According to the vendor, Vise provides clear insights into each trade's impact, facilitating the decision-making process and enabling advisors to communicate complex portfolio activities effectively.

Vise aims to empower advisors by delivering a holistic portfolio customized to nearly any asset class or strategy, with minimums as low as $10,000, all within a single account. The platform offers a wide range of strategies, including systematic investing, direct indexing, alpha-seeking strategies, outcome-based strategies, values-based customizations, and more. Vise supports a comprehensive array of asset classes, such as US large cap equities, US small cap equities, developed ex-US equities, emerging equities, US REITs, US short-term treasuries, US intermediate-term treasuries, US short-term corporates, US intermediate-term corporates, US high yield, US TIPS, US municipals, international fixed income, custom models, single-stock strategies, alternatives, liquid alts, and more.

According to the vendor, Vise offers flexibility in terms of minimum investments, allowing advisors to cater to a wide range of clients with varying financial capacities. The platform also provides automated rebalancing and daily tax loss harvesting capabilities, aiming to ensure portfolios remain aligned with target allocations and maximize tax efficiency. Additionally, Vise's portfolio X-ray feature provides in-depth insights into portfolio composition, enabling advisors to better understand the underlying holdings and associated risks.

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

ECOS

Vise

Investment Portfolio Management

Vise AI Advisors

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