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Company info:

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Q&A:

What is the service or product you offer to RIAs?

Vise is a platform that allows RIAs to build personalized portfolios to each client's needs, values and goals in minutes. Vise will also manage the on-going management of the portfolio while providing portfolio intelligence, giving the advisors strong insights into each portfolio decision.

How do you differentiate your offering from competitors?

Vise utilizes AI in order to build each portfolio specifically for every client. No more model portfolios or mutual funds.

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