Portfolio management platform Vise lands $14.5 million in funding
Its tool is already available on the Charles Schwab and TD Ameritrade Institutional platforms
Vise, a portfolio management platform for independent financial advisers, announced a $14.5 million funding round to help develop tools to automate managing client portfolios.
The Vise technology analyzes clients' investment needs and appetite for risk and then creates a basket of stocks, bonds a
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