Vise Intelligence aims to leverage AI for supporting financial advisors.


Vise, a New York City-based fintech firm, is making a comeback with the launch of its new AI service, Vise Intelligence. The conversational AI model is designed to support human financial advisors by providing them with reports, answering their questions, and surfacing up-to-the-minute information about investment portfolios. Vise Intelligence aims to enhance the advisor-client relationship by offering tailored insights and suggestions for investment strategies. The AI system is trained on a combination of market data, individual client goals, and guidance from financial advisors. Vise believes that technology and investment management will become inseparable, and it wants to be the preferred platform for financial advisors seeking to serve more clients efficiently.

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