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Vise provides investment management software for financial advisors. Its platform offers portfolio automation, personalized investing tools, and client management features for wealth management firms and advisory practices.

Vise products and services overview:

  • Investment software
  • Portfolio automation
  • Client reporting
  • Advisor tools
  • Wealth management

Revenue: ~$15 million

Employees: 300

Headquarters: New York, United States (USA)


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