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Build

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Vise's Build is an all-in-one platform designed to streamline the creation of personalized investment portfolios for financial advisors. It enables advisors to tailor each client's portfolio to their specific needs efficiently, aligning with individual risk profiles, tax considerations, and cash flow requirements. By integrating risk analysis and asset allocation within a single tool, Build simplifies the portfolio construction process, allowing advisors to implement their unique investment philosophies at scale. Key Features and Functionality: - Custom Strategy Implementation: Advisors can adjust each portfolio to reflect their investment approach, considering clients' risk tolerance, tax situations, and cash flow needs. - Smart Allocation Recommendations: The platform's algorithms provide optimized allocation suggestions based on specified criteria, which advisors can adopt as desired. - Factor-Based Strategies: Offers customizable single-security strategies to align with advisors' preferred investment styles. - Comprehensive Portfolio Construction: Combines risk analysis and asset allocation in one tool, facilitating faster portfolio building. - Management of Concentrated and Locked Positions: Allows quick setting of controls for concentrated and locked positions, eliminating the need for manual model adjustments. - Automated Cash Management: Enables setting of asset allocation and tax goals upfront, with the platform handling contributions and withdrawals accordingly. - Values-Based Investing: Supports setting restrictions based on ESG criteria and specific sectors to align investments with clients' ethical and impact preferences. Primary Value and User Solutions: Build empowers financial advisors to deliver highly personalized investment portfolios efficiently, addressing the challenge of scaling customization. By automating time-consuming tasks and providing intelligent recommendations, the platform enhances advisors' ability to meet diverse client needs, ultimately fostering better client outcomes and supporting business growth.

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