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Vise
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Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.
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Crypto usually lands in a separate account, managed apart from everything else a client owns.
On Vise, @Bitwise's crypto models sit in the same portfolio as their equities, fixed income, and alternatives.
One portfolio, managed as a whole.
On Vise, @Bitwise's crypto models sit in the same portfolio as their equities, fixed income, and alternatives.
One portfolio, managed as a whole.
"Advisors shouldn't have to run crypto as a separate book." — @RunikM, Co-Founder and Co-Head of @viseinc
Bitwise crypto model portfolios are now available to the hundreds of wealth firms and 135,000+ accounts on the Vise platform, where they sit inside the same portfolio as a client's equities, fixed income, and alternatives, rebalanced on the same schedule and under the same tax discipline.
Excited to help Vise and their clients access crypto’s opportunities in a thoughtful and scalable way.View quoted post on X
