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Vise

Vise Software

Last Updated May 14, 2025

Overview

Vise software offers a powerful platform for custom portfolio management, seamless trading, and advanced data analytics. Tailored for advisors, it simplifies complex tasks and enhances efficiency. However, integrating data from third-party tools can be challenging and time-consuming. On the upside, its unified approach delivers significant scalability and personalization.

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Starting Price
Custom

What Is Vise Software?

Vise software is a platform designed to streamline portfolio management and investment advisory operations for financial advisors. Combining portfolio construction, optimization, and explanatory insights, the system enables efficient scaling while supporting personalized investment strategies. Vise software provides advisory services exclusively through sub-advisory relationships with third-party Registered Investment Advisors and broker-dealers, offering a unified solution to enhance investment outcomes and operational efficiency.

Vise Software Pricing

Vise software pricing varies based on the scope of a business and its size. Users can request a tailored Vise software cost breakdown to help determine the most suitable plan for their business.

Vise Software Integrations

Vise software integrates with:

  • Altruist
  • Charles Schwab
  • Fidelity
  • Raymond James
Users can schedule a Vise software demo to learn more about its integration.

Who Is Vise Software For?

Vise software offers solutions tailored for advisors and Registered Investment Advisor (RIA) aggregators.

Is Vise Software Right For You?

Seeking a solution to simplify portfolio construction, management, and client communication? Vise combines proposal generation, automated tax strategies, and rebalancing into one AI-driven platform. By streamlining operations and enhancing transparency, this software supports scalable growth while enabling tailored investment strategies, making it a valuable option for firms aiming to improve outcomes across every account and asset class.

Still unsure about Vise software? Contact us at (661) 384-7070 for expert assistance from our team with any further queries.

Pros And Cons of Vise Software

Pros

  • Algorithms provide optimized allocation recommendations based on client criteria

  • Advisors can set restrictions based on ethical, impact, or ESG factors

  • Creates highly tailored portfolios for each client with just a few clicks

Cons

  • The platform does not offer multiple language support

  • Integrating data from various tools (like CRM and financial planning software) is complex

Frequently Asked Questions

Vise software price is based on business size and scope. Prospective users can request a customized cost analysis to identify the most appropriate plan for their needs.

Vise software provides support through chat.

Vise software does not offer a dedicated mobile application.

Vise software integrates with Altruist, Charles Schwab, Fidelity, and Raymond James, providing seamless connectivity for financial advisors.

Vise software features solutions designed specifically for financial advisors and Registered Investment Advisor (RIA) aggregators.

No, Vise software does not offer API access.

Vise software offers language support in English.