Review a snapshot of your clients’ portfolio activity, recent trades, and tax-loss harvesting constraints.
Delve into trade rationale to help your clients understand the reason for recent trade activity.
Understand how your clients might be exposed to events happening in the markets.
Modify strategies to manage risk across your entire book of business in minutes.
Vise Intelligence will summarize portfolio activity for you to share directly with your clients.
Elevate client experiences. Analyze portfolios efficiently, customize communications, and focus on relationship-building.
You can't ignore the advancements in technology and what Vise brings to the table. Vise gives us more ability to do what's really most important, which is work with our clients and the personal relationship that we like to develop with our clients
*Times indicate typical average period for aggregators to transition newly acquired firms as per Ansarada
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Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance.
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