Vise is an asset management platform that provides financial advisors with technology to build, manage, and explain personalized investment portfolios for clients. It allows consolidation of investment processes into one integrated solution. Vise supports large-scale customization to align with firm strategies and specific client goals, including tax management and values-based investing. The platform offers automated optimization, tax-loss harvesting, and cash management tools. Vise’s AI-enhanced features provide advisors with in-depth portfolio insights and transparent trade rationales. With a minimum investment of $10,000, Vise caters to various asset classes and strategies in a single account, thereby aiming to aid advisors in scaling their practices.

Vise

Vise automates personalized portfolio management for financial advisors.

Future of asset management

Carry offers an intuitive platform for business owners to set up and manage Solo 401k, IRAs, and brokerage accounts without asset management fees. It streamlines processes like the Mega Backdoor Roth and Regular Backdoor IRAs with ease, eliminating outdated paperwork methods. Carry Advisors is registered with the SEC, ensuring security and compliance. The service includes consultation access with advisors for Pro Plan members. Upcoming features include Cash Balance Plans and Donor Advised Funds. Carry is designed to significantly reduce tax bills for high-earners and side-hustlers through strategic account contributions and advanced tax-saving mechanisms, all within a user-friendly interface.

Carry

Carry streamlines tax-saving and investment strategies for business owners.

Compound is a New York-based investment adviser registered with the SEC. It provides modern wealth management services through Compound Planning, and tax consulting and compliance via its subsidiary, Compound Tax, LLC. The company offers general market commentary and opinions through various published materials, which do not constitute legal or investment advice. It's vital to note that Compound operates legally in jurisdictions where it is registered or exempt. For detailed information on their investment advisory services, interested parties should review Compound Planning's Brochure Form ADV 2A, and Form CRS. Compound emphasizes its services do not equate to solicitation for securities transactions.

Compound

Wealth management, investment, tax services, lending, estate planning integration.

Vise

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