Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FutureAdvisor collaborates with wealth management firms to enhance asset growth, improve operational efficiency, attract new client demographics, and engage the upcoming generation of investors. By leveraging well-founded portfolio management strategies and industry-leading practices, we tailor our approach to fit your specific circumstances and your current investment portfolio. We prioritize the use of your existing assets to reduce turnover and lessen tax implications. Whenever appropriate, we incorporate low-cost index funds to enhance portfolio diversification. This method not only streamlines your investments but also positions you for long-term financial success. Ultimately, our goal is to empower you with tailored solutions that reflect your unique financial landscape.
Description
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
API Access
Has API
No
API Access
Has API
No
Integrations
Altruist
No
Charles Schwab
No
Fidelity
No
Nitrogen
No
Pricing Details
0.5% Fee
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
BlackRock
Country
United States
Website
www.blackrock.com/futureadvisor
Vendor Details
Company Name
Vise
Founded
2016
Country
United States
Website
vise.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
Yes
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Stock Portfolio Management
Billing & Invoicing
No
Client Management
No
Data Warehousing
No
For Investment Advisors
Yes
For Traders
No
Order Management
No
Portfolio Accounting
No
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
No
Wash Sale Detection
Yes