Vise

10/03/2024

Today, we’re thrilled to announce Ross Znavor as the new President of Vise. This isn’t just another leadership change; it’s a pivotal moment for the future of wealth management.

Ross is a powerhouse in the financial industry, boasting over 25 years of expertise in Wealth Management, Asset Management, and Financial Technology, including 20 years at BlackRock, the world’s largest asset manager.

​​Through his visionary approach, Ross not only enhanced the technology used by some of the largest advisory firms but also championed the importance of personalized solutions tailored to meet the unique demands of clients. His legacy at BlackRock exemplifies the fusion of innovation and client-centricity, setting the stage for his exciting new role at Vise.

Join us in welcoming Ross to Vise as we redefine the landscape of wealth management.

03/19/2024

Recent insights from Schwab reveal that the top-performing firms spend around 20% less time annually per client on operations and about 10% more time per client on client service than other firms. Our upcoming webinar is designed specifically for wealth management firms and will focus on how they can grow and scale their practice with AI. Register now to participate in this experience.

Join the experts at Vise to learn about how you can integrate AI and tech solutions to build a bigger book of business while maintaining and managing hundreds of portfolios.

11/28/2023

Hear Runik's insights on AI in wealth management from his NYSE FloorTalk interview. Don't miss our webinar to dive deeper into AI's impact on your practice. Reserve your spot today!

https://try.vise.com/ai-in-wealth-management-webinar

11/14/2023

08/30/2022

“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 Samir Vasavada's interview on Anthony Pompliano's podcast:

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...

08/26/2022

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

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

07/27/2022

We’re excited to report Travis Fairchild, CFA, 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 leading up to its acquisition by Franklin Templeton. Read our Q&A with Travis on his journey and our investment strategy here:

The former O’Shaughnessy Asset Management (OSAM) partner and portfolio manager has been with Vise for more than a year and led the design and implementation of enhancements to Vise’s platform.

06/15/2022

We recently announced Vise product enhancements that improve both the advisor and investor experiences in tax management, cash management, and deeper customization of risk/return profiles, all with the goal of helping advisors better serve their clients through this volatile market. Read our blog to learn more: https://vise.com/vise-advisors-navigate-market-volatility/

03/03/2022

Did you know 91% of institutional investors use factors to optimize risk? Learn more about using factors to build customized portfolios in our latest guide:

Academic research has identified systematic attributes that have delivered outperformance over long periods of time in a low-cost, repeatable, and diversified way.