Vise
@viseinc
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale.
加入 September 2015
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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.
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