Vise

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.

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Hear from Samir Vasavada on our purpose built solution for the largest RIA firms in the country!

Today Vise is thrilled to announce Vise for RIA Aggregators—the first enterprise platform powering the trillion-dollar consolidation in wealth management 🚀 Our Platform Assets, which include both Vise’s managed assets for RIAs and assets on the Vise for aggregators platform, have propelled past $3.5B, over 350% growth since the start of this year In addition, we have also made key additions including Larry Raffone, Current Chairman and former CEO of Edelman Financial Engines—Barron’s #1 independent financial advisory firm in the U.S as an executive advisor and Chip Roame from Tiburon Advisors. The Aggregator Dilemma RIA Aggregators have emerged as the primary acquirer of financial advisory firms and have consolidated nearly $2 trillion in assets under management, with projections to reach $10 trillion over the next decade. Imagine acquiring an RIA firm and then facing the daunting task of integrating its portfolio management practices into a centralized investment framework. Aggregators excel at centralizing operations but they struggle to standardize investment management across their acquisitions. This is a time consuming process where they need to juggle enabling scale and efficiency while also providing the personalization that clients demand. Our Solution: Vise for RIA Aggregators Vise’s enterprise solution addresses this core challenge – and provides the industry's first integrated all-in-one solution. The platform effortlessly integrates an RIA aggregator’s investment models (including both advisor and home office strategies) and centralizes these models all within a unified, advisor friendly workflow. Features include: 1. Ability to consolidate advisor and home office strategies 2. Model customization to meet client needs 3. Investment solutions that address complex tax situations, locked positions, ESG preferences and direct indexing 4. Transition Reporting and Analysis Tools The benefits are immense - advisors can focus on their clients while Aggregators can focus on scale and efficiency. This launch marks a pivotal moment in empowering RIA aggregators and we’re excited to share this news with you! For the full story on the RIA aggregator revolution, check out my latest blog post: https://lnkd.in/eufq-jxP

“When companies shift from a traditional to a digitally enabled wealth management model, returns to scale can be up to 35% higher due to lower variable costs in a digitally enabled model.” - Bain Learn how integrating AI can help grow your book of business by joining our webinar at 12:30 pm.

In today's world, technology is becoming the foundation for success. Financial service providers must evolve to function like tech companies to remain competitive. They need to meet their customers' personalization needs, utilize artificial intelligence, and improve their operational efficiency. According to McKinsey, this shift is crucial for financial service providers to succeed in the long run. To learn more about how you can integrate AI and technology solutions to expand your business, we invite you to join us for a webinar with VettaFi on Monday. This webinar will provide valuable insights into how you can leverage technology to build a bigger book of business while maintaining and managing hundreds of portfolios.

Through technology like AI, financial advisors can now handle non-revenue-generating, time-intensive tasks easily, paving the way for increased revenue, efficiency, and productivity. With AI streamlining back-of-office tasks and decreasing operating expenses, wealth management firms have an opportunity to grow and scale their practices. Join the experts at Vise on Monday, March 25th at 12:30 p.m. ET to learn about how you can integrate AI and tech solutions to help build a bigger book of business while maintaining and managing hundreds of portfolios.  #AI #WealthManagement #ViseEvent #ViseIntelligence

Working with Dimple Anderson is working with the best in the business! If you're passionate about compliance and want to change the world of asset management, you should apply below:

Recent insights from Accenture reveal that 83% of financial advisors recognize the significant role of AI in transforming client relationships. This evolution in the industry isn't just about technology — it's about strategically enhancing the way we work. Our upcoming webinar is designed specifically for advisors, focusing on practical, actionable strategies to integrate AI seamlessly into their practice. Register now to be part of this collaborative learning experience.