The Next Step in Wealth: Bringing AI to Financial Advisors with Vise Intelligence | by Samir Vasavada | Medium

T he wealth management industry is one of the largest in the world, projected to have a staggering $83 trillion in assets by 2027. The first wave of wealth management startups tried to replace human financial advisors with robo-advisors. These upstarts largely failed even though the industry is growing at an all-time speed. At Vise, we have always believed in human advisors. Our mission is to develop technology that empowers the human advisor to focus on their superpowers — relationships and financial expertise. By delegating the rest, they can deliver better investment outcomes to clients while efficiently scaling their firm to its maximum potential. Today, we are announcing a significant step towards our vision with the launch of Vise Intelligence, an AI-powered intelligence interface that can radically improve your firm’s operational efficiency and the communication of clients’ portfolio stories. Vise Intelligence works like ChatGPT, but is custom-built for financial advisor workflo

T he wealth management industry is one of the largest in the world, projected to have a staggering $83 trillion in assets by 2027. The first wave of wealth management startups tried to replace human financial advisors with robo-advisors. These upstarts largely failed even though the industry is growing at an all-time speed. At Vise, we have always believed in human advisors. Our mission is to develop technology that empowers the human advisor to focus on their superpowers — relationships and financial expertise. By delegating the rest, they can deliver better investment outcomes to clients whi