Portfolio Management, Reimagined

Vise AI empowers Financial Advisors to make educated investment decisions on a scale not previously possible.

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Why Choose Vise AI ?

Vise AI 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, Shrinking margins, Regulatory uncertainty. All of these factors and more are driving the way financial advisors do business. So we built a whole new engine.

Replacing Time with Technology

The current standard of generic allocations using mutual funds and ETFs isn’t enough. By leveraging MPT, complex financial modeling, and our proprietary cutting-edge algorithms, we’ve built an artificial intelligence platform that can do the same work as a team of financial analysts. We use the same fundamentals, analyze the same information, but in Real Time.

AI-Driven with Simplicity in mind

Quantitative Financial Models meet 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 client portfolio. No more expense ratios, no more indecision about Active vs Passive. Now you can look after your business and your clients, while we take care of the portfolio.

The Ultimate Research Upgrade

Build and Manage Individual Stock Portfolios using Institutional-Grade Research with Artificial Intelligence

  • Build Portfolio Allocations based on the Client’s and Account’s Risk-Based Profile
  • Restrict Asset Classes, Sectors, and even Individual Securities to Avoid Client Conflicts of Interest
  • Develop Strategies for Specific Client Goals using Targeted Account Values or Traditional Risk Guidelines
  • Portfolios are Monitored by AI in Real-Time, with Alerts or Changes sent to the Advisor for Approval

Maintain Control of Your Business

  • Vise AI delivers the Portfolio Recommendation, Eliminating Hours of Work for the Firm
  • The Advisor presents a Portfolio to the Client with the Highest Standard of a Fiduciary
  • Upload and Incorporate Portfolios directly to your preferred Planning Software or Broker Platform
  • Enhance your Firm’s Image while Reducing or Eliminating Underlying or Hidden Fees for your Clients

Features

Vise AI

Independent Risk Profiles

Manage and track a client’s individual risk profiles for each portfolio, all in one place.

Customized Allocations

Dial in Portfolios with expected investment time frames, or by restricting certain Asset Classes, Sectors, and even specific securities

Stock & Sentiment Clusters

Vise AI 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 AI is able to analyze hundreds of articles, analyst reports, and SEC filings within seconds.

Diversification

Vise AI uses Mean-Variance Optimization/MPT to build a portfolio of Clusters to maintain diversity within the guidelines of the Client Risk Profile.

Real-Time Research

Backtesting data, justifications, and model predictions of each portfolio are provided to the Advisor.

Ongoing AI Management

Vise AI 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.

Have Questions? Schedule a Demo!

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