Vise’s Tweets

Sep 22

Becoming an independent advisor is a big step. How do you start? How do you develop a niche? And how can you use tech to serve your clients? In our latest Advisor Insights Q&A, Taylor Wilson of Greenstone Wealth opens up about the journey. vise.com/advisor-insigh

Sep 14

At Vise we believe in a culture of team-wide collaboration and creativity. That was on display at Vise Hackweek 2022, which coincided with our move to our new SoHo location — and included plenty of team bonding. Find out more 👇 vise.com/vise-hackweek-

Sep 13

‘When brands lose trust, it’s only a matter of time before they lose market share.’ Great point from

@EarnYourLeisure

's Troy Millings at

@FutureProofAC

recording #MarketMondays

Vise Retweeted

Future Proof Festival

@FutureProofAC

Sep 12

Our CMO

@nylebayer

hosting The Hot Seat with Samir Vasavada !

0:05

550 views

Yesterday at

#FutureProofAC,

talked about the future of #assetmanagement with technology. 'Every decision we make, we ask ourselves if what we're doing is building trust with our clients.’ #ria #fintech

Aug 30

“We want to be able to operationalize the advisor’s strategy and build personalized portfolios for their clients.” Hear this and all the great tidbits from our CEO

22 Year Old Genius Built $1 Billion Company | Samir Vasavada

’s interview on

@PompPodcast

youtube.com

Samir Vasavada started a company at 16 and brought it to $1B by his 20s. In this conversation, we discuss starting Vise, if founders need to be "crazy" to su...

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused...

Aug 26

87% of financial #advisors want to use more #AI tools, per Accenture. Check out our latest news on tech-forward #RIAs Greenstone and CPR that are using the Vise platform for custom portfolios:

businesswire.com

Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth

Aug 1

What is a yield curve, how does it get “inverted,” and what does it mean for #financialadvisors and their clients? Vise answers all your questions and provides practical tips for navigating the unusual conditions in this explainer. 👇 vise.com/yield-curve-in

Aug 1

You can see the full-length video from Samir and Runik’s fireside-style chat at the conference here: vimeo.com/733739553/75a1

Their Midwestern upbringing instilled a belief in Vise founders

and

@RunikM

that personalized investment advice should be available to everyone — not just the ultra-rich. Here’s Samir explaining how tech is essential, at the

@Wealth_Edge

conference. 👇

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992 views

It's just the beginning. We’ll be providing more data-driven insights as our platform grows. You can read the full report here: vise.com/key-trends-por Learn more at vise.com. 5/5

Automated tax-loss harvesting: With Vise’s “always on” approach to #taxmanagement, nearly 97% of taxable accounts opt into automated tax loss harvesting. Advisors can offload an operational burden, spend more time with clients and prospects, and capture more advantages. 4/5

Customization: One of the primary benefits of Vise is the ability to customize portfolios for clients. A strong majority of Vise accounts use #customization, such as excluding specific industries or individual companies, or including municipal bonds in taxable accounts. 3/5

Account size and financial access: More than 95% of Vise accounts are less than $500,000 — and half are less than $50,000. #Personalizedportfolios used to be reserved for the wealthy. Vise is enabling access for all investors. 2/5

With thousands of accounts on our platform, Vise can share trends on how #advisors are leveraging our technology. vise.com/key-trends-por Here are a few key data points from our report — about account size, customization, and automated tax management: 1/5

We’re excited to report

@tbfairchild

is our new Head of Investment Strategy. Travis has been critical to Vise’s growth and previously played a key role in building the Canvas platform at OSAM. Read more here 👇 vise.com/head-investmen

Jul 22

It’s here — technology-enabled #assetmanagement that helps you supercharge business growth with sophisticated tools that make sense for your practice. 4/4

Next, costs: As the underlying investment manager, Vise can help reduce costs and lead to easy conversations between advisors and their clients: 3/4

0:33

107 views

First, the user experience. The top consumer companies offer intuitive, seamless functionality. There’s no reason wealth-tech can’t do the same, as Vise’s Madalyn Armijo explains at the recent

@Wealth__Edge

conference. 2/4

0:46

19 views

Let’s face it: Many technology tools for #financiaadvisors can be confusing and pricey. And they don’t really give you — or your clients — the help you need. In just over a minute, these two videos outline how #wealth-tech is changing. 1/4

Our ferocious guard dog Yuki is keeping watch over the office on this beautiful Wednesday. Our whole team — even the pups! — is committed to helping financial advisors better serve their clients and grow their businesses. #officedogs #fintech

Jun 15

We've built new product enhancements that improve tax management, cash management, and customization of risk/return profiles, all with the goal of helping advisors better serve their clients through this volatile market. Learn more here: vise.com/vise-advisors- #fintech #RIAs

Jun 7

Market volatility has defined 2022. What are the paths forward for advisors and investors? Read our new report for insights on: 👉 Asset-class trends 👉 Value vs. growth performance 👉 Where valuations stand 👉 SPACs & IPOs 👉 The commodities comeback vise.com/capital-market

Jun 1

“The next generation of investors expects more — both in the technology they use and the level of personalization they get.” 4/4

Runik: “Advisors of all ages get the value proposition. They don’t want to focus on the nitty gritty of tax-loss harvesting. They want a partner that can do that for them, so they can focus on building relationships.” 3/4

Samir: “There will be a third wave of wealth, and it will be powered by personalization and technology. … The question we ask ourselves is, ‘How can we use technology to solve every problem advisors have?’” 2/4

More from Vise at the

@wealth_stack

EDGE conference today! Co-founders

and

@RunikM

on how technology enables personalization for investors in the emerging new era of wealth management. 1/4

More Madalyn: “We want to provide that same delightful user experience as Google, Netflix, the other tech products we all engage with every day. I’ve never used a wealthtech solution where I’ve been excited to log on, and our companies are all trying to change that.” 3/3

Madalyn: “Tech enables us to introduce something better than traditional 60/40 ETFs. Something more custom, something only available to the institutional marketplace until recently. And that’s bespoke, custom portfolios.” 2/3

We're at the

WealthStack EDGE conference this week! Vise director of account management Madalyn Armijo is speaking on “How Technology is Enabling Investors to Access New Markets.” 👉 Customization. 👉 Personalization. 👉 Better user experiences. 1/3

At Vise, we believe in providing the best technology to help RIAs grow their businesses and provide personalized portfolios to their clients. That’s why we’re excited to partner with Paul Hatch and Vestria as they support growth-oriented RIAs. vise.com/vestria-hatch-

May 20

Vise CEO and co-founder

talks about closing the financial access gap and how technology can help financial advisors do what they do best, on the Badasses in Tech podcast. Great talk! open.spotify.com/episode/7DHp15 Here's Samir on the key to building a company:

0:26

301 views