Vise
HQ Address
One World Trade Center, Suite #84A, New York, NY 10007, United States
Website Address
Business introduction
The future of investment management
Vise is a technology-powered investment manager that provides financial advisors with customized and intelligent investment solutions to help their clients achieve their goals
Changing the way you think about investment management.
Founded in 2016 by Samir Vasavada and Runik Mehrotra, Vise partners with advisors to give them the technology and tools they need to grow their business and help their clients. By empowering advisors, Vise is advancing its mission of creating financial freedom for everyone.
Vise Solutions
Vise
Personalized portfolio construction Individual risk profiles Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time. Customized portfolio restrictions Build out a dedicated strategy by adding or removing specific asset......
