Portfolio Management, Reimagined

Artificial Intelligence powered customized portfolios built to empower your relationships with clients.

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What is Vise AI ?

Vise AI is a sub-advisor 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.

Risk Profiles & Asset Allocation: A Higher Level of Suitability

Portfolios have different goals, risk profiles, and timeframes. So shouldn’t they be managed individually? Instead of starting with a fund or ETF, Vise AI builds a portfolio of individual stocks tailored to your client’s risk profile and goals.

Portfolio Intelligence: Making the Advisor smarter

Your time is valuable. Why spend it trying to figure out why a client’s portfolio over or under performed? Vise AI’s data-driven sentiment analysis provides trade justifications & Portfolio talking points to the Advisor for every client.

Ongoing Management: Putting Time back in your pocket

We use Artificial Intelligence to replace the activities that suck the most time out of your practice, giving you more to concentrate on driving revenue and looking after your clients.

Automate your portfolio strategies today

Vise provides the strategies, tools, and insights you need to be the next generation of Advisor

The Ultimate Research Upgrade

Powered By Artificial Intelligence

  • Our AI monitors hundreds of data points on thousands of stocks, mimicking a team of financial analysts
  • Advanced Machine Learning algorithms are used to determine expected returns & risk

Customized Risk Profiles & Allocations

  • Restrict Asset Classes, Sectors, and even Individual Securities to avoid client conflict of interests
  • Develop Unique Strategies for specific client goals using targeted account values or traditional risk guidelines

Institutional-Grade Research for Individual Securities

  • Vise AI uses Mean Variance Optimization and a proprietary clustering system to maintain diversity, enabling complete allocations for each portfolio
  • Individual Stock Portfolios built and maintained by leveraging cutting-edge AI and Quantitative Finance

Ongoing AI Management

  • Backtesting data, justifications, and model predictions of each portfolio are provided to the advisor
  • Vise AI monitors changes in metrics in real time, providing recommendations for any changes based on market conditions or changes to the Client Portfolio

Maintain Control of Your Business

Fast Recommendations

Vise AI delivers the Portfolio Recommendation, Eliminating Hours of Work for the Firm

Strict Compliance

The Advisor presents a Portfolio to the Client with the Highest Standard of Fiduciary

Simple Portfolio Exports

Upload and Incorporate Portfolios directly to your preferred Planning Software of Broker Platform

Cost Effective

Enhance your Firm's Image while Reducing or Eliminating Underlying or Hidden Fees for your Clients

Have Questions? Schedule a Demo!

Don't worry, no upfront commitments. Just give us some information and we'll take care of the rest.