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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Stay informed with the most recent news, studies, and suggestions that pertain to your investment portfolio. The app is compatible with iPhone, iPad, and Android devices, creating a convenient hub for tracking your financial assets. You can assess your portfolio's performance from anywhere, at any time, ensuring you remain connected to your investments. Instant notifications will alert you whenever a new recommendation is published, keeping you in the loop. Additionally, you can access the latest ASX announcements, including insights into which directors are actively buying and selling their shares. This tool is designed to assist you in making swift and knowledgeable investment choices. Don't overlook any opportunities—utilize the research section to discover what top analysts at Intelligent Investor are currently discussing. You can also create personalized watchlists to monitor companies of interest closely. Simply search by stock code, and you'll instantly obtain all the pertinent information about the company in question. Download Australia's premier investment app free of charge from the App Store and Google Play, and elevate your investing experience today.

Description

Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Altruist
Charles Schwab
Fidelity
Nitrogen

Integrations

Altruist
Charles Schwab
Fidelity
Nitrogen

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InvestSMART

Founded

1999

Country

Australia

Website

www.investsmart.com.au/app

Vendor Details

Company Name

Vise

Founded

2016

Country

United States

Website

vise.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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