The Next Step in Wealth: Bringing AI to Financial Advisors with Vise Intelligence
The wealth management industry is one of the largest in the world, projected to have a staggering $83 trillion in assets by 2027. The first wave of wealth management startups tried to replace human financial advisors with robo-advisors. These upstarts largely failed even though the industry is growing at an all-time speed.
At Vise, we have always believed in human advisors. Our mission is to develop technology that empowers the human advisor to focus on their superpowers — relationships and financial expertise. By delegating the rest, they can deliver better investment outcomes to clients while efficiently scaling their firm to its maximum potential.
Today, we are announcing a significant step towards our vision with the launch of Vise Intelligence, an AI-powered intelligence interface that can radically improve your firm’s operational efficiency and the communication of clients’ portfolio stories.
Vise Intelligence works like ChatGPT, but is custom-built for financial advisor workflows. It integrates with your clients’ investment portfolios and automatically generates insights based on portfolio data, trade details, client preferences, and investment strategies.
Vise Intelligence is powered by cutting-edge large language models, which we’ve fine-tuned using relevant investment and portfolio management data.
Using Vise Intelligence, you can answer nearly any client question in just a few clicks.
Rather than spend hours manually organizing data, advisors from firms of all sizes will be able to use Vise Intelligence to more effectively monitor their book of business, cut down preparation time for client meetings, and make more informed investment decisions.
Some leading wealth managers and financial institutions, including $700M AUM firm Hexagon, have seen how Vise Intelligence can help their day-to-day operations.
“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.”
– Brent Henry, Managing Partner of Hexagon Capital Partners
Vise Intelligence is designed to alert you to relevant global news, portfolio performance, and industry trends. This prompts you to proactively take action (i.e., communicate to clients or adjust portfolios) and stay ahead of the curve.
The Vise team has the right mix of technology and financial services expertise. We have been building and implementing artificial intelligence technology for the better part of the past decade Vise Intelligence is our latest release — sign up for a demo here to explore how your firm can use advanced technology to scale the delivery of exceptional client service.
Vise Intelligence at a glance
Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Product images shown are for informational and illustrative purposes only, and may not reflect how they will actually appear within the product.
