Episode 40 - Using AI to Create Custom Portfolios That Are As Easy As Model Portfolios
Modern Financial Advisor · Truelytics
July 17, 202045m 12s
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Show Notes
Runik Mehrotra and Samir Vasavada, Founders of Vise join Mike Langford to share how financial advisors can deliver custom portfolios to their clients without spending countless hours selecting stocks and tinkering with asset allocations. Instead, Vise uses artificial intelligence to do the heavy lifting. As a result, advisors can have custom portfolios that fit each client's specific needs with the ease of implementation that is usually only reserved for model portfolios.