Why Choose Vise AI ?
Vise is a research platform that will make portfolio recommendations to a licensed financial professional. By leveraging the advances of Artificial Intelligence and Machine Learning, we are revolutionizing the ability of the Independent Advisor to compete through automating Portfolio Management.
The Financial Services Industry is Constantly Evolving
Generational shifts, Pricing competition, Regulatory uncertainty, and an increasingly informed investor. All of these factors and more are affecting the way we do business as financial advisors. Instead of simply tweaking the status quo by reinventing the wheel, we decided to build a whole new engine.
Replacing Time with Technology
We decided that the current standard of building portfolio allocations of low-cost mutual funds and ETFs wasn't enough. So by leveraging the foundations of Modern Portfolio Theory, complex financial modeling, and our proprietary cutting-edge algorithms, we've built an artificial intelligence platform that will analyze and understand the millions of data points - SEC filings, analyst reports, and an ocean of other publicly available information - and combine it with the same fundamentals that a financial analyst would use to produce justifications and sentiment scores for 1000+ individual securities. All in Real-Time.
AI-Driven with Simplicity in mind
By using proven Quantitative Financial Models alongside advanced Genetic Algorithms to determine leverage and allocation of each security, Portfolios of individual stocks are built, balanced, and monitored on a scale unique to each portfolio, for every client. No more Expense Ratios. No more indecision about Active vs Passively managed funds. Now you can look after your business and your clients, while we run the engine.
“Your platform is wonderful and is very much needed in the industry, especially for the firms that are just buying mutual funds with no real process”
- Michelle Siano
Ellis Investment Partners
“I needed a solution that could help me save time and protect me from a regulatory audit” - “I think your solution could be extremely valuable from that standpoint”
- Frank Legan
Cedar Brook Financial Partners
“You are taking features of a robo-advisor (low cost and power of technology) and the human touch (RIA still delivering the message)” - “This platform differentiates from competition from a closing new business perspective.”
- Peter Franz
“I really like the concept especially the aspect of real time sentiment and monitoring.” - “I actually like doing my own research, but I admit this could very much help me with research and monitoring.”
- Tom Vilord
Vilord Wealth Advisors
Features and Details
Independent Risk Profiles
Manage and track a client’s individual risk profiles for each portfolio, all in one place.
Dial in a portfolio by leaning it towards a Value or Growth-driven approach, or by restricting certain Asset Classes, Sectors, and even specific securities.
Stock & Sentiment Clusters
Vise uses advanced machine learning algorithms to determine expected returns & variance/risk, and builds clusters of stocks, or “mini-ETF’s”. Where an institution needs a team of financial analysts to track each security, Vise is able to analyze hundreds of articles, analyst reports, and SEC filings within seconds.
Vise uses Mean-Variance Optimization/MPT to build a portfolio of Clusters to maintain diversity within the guidelines of the Client Risk Profile.
Backtesting data, justifications, and model predictions of each portfolio are provided to the Advisor.
Ongoing AI Management
Vise monitors changes in Sentiment data and other metrics in real time, providing justification and recommendations for any changes based on market conditions or changes to the Client Profile.
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