VISE Description
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios.
Integrations
Company Details
Company:
Vise
Year Founded:
2016
Headquarters:
United States
Website:
vise.com
Recommended Products
Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Online
VISE Features and Options
Investment Management Software
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 Software
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