How AI Will Transform Wealth Management and Ways You Can Use It to Future Proof Yourself

Summary

In a world where chatbots and AI-driven tools are becoming the standard, the role of financial advisors is rapidly evolving. And with AI potentially automating traditional wealth management roles, the question arises: could AI replace financial advisors?

Join our upcoming webinar to learn about:

  • How AI is reshaping the wealth management industry
  • Large language models and the risks associated with them
  • How Vise is using AI to forge deeper client connections—and how you can, too. 
Speaker

Headshot of Runik MehrotraRunik Mehrotra
Co-founder & President, Vise

 
Runik Mehrotra is the Co-founder and President of Vise. A former AI and quantitative finance researcher at the University of Pennsylvania, Runik is at the forefront of integrating artificial intelligence within the wealth management industry. 

Before Vise, Runik consulted with leading financial firms on artificial intelligence, such as UBS, BCG, Mass Mutual, and Deutsche Bank.
 
 
 
About Vise
Vise is an asset manager that helps financial advisors build, manage, and explain personalized portfolios so they can scale their practices while providing better client outcomes—all in one platform. Vise's mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. 

Headquartered in New York, Vise manages 3000+ client accounts and over $500M in assets with a team of world-class engineers, Ph.D. quant researchers, and investment strategists from top firms. Based in New York, Vise oversees $500M+ in assets, bolstered by an expert team from leading institutions.
 
Overview

Date: December 5th, 2023

Time: 2:00 PM - 3:00 PM ET

Vise AI Advisors, LLC ("Vise") is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.
The information and analysis provided through hyperlinks to third-party websites, while believed to be accurate, cannot be guaranteed by Vise. These links are provided for informational purposes and should not be viewed as an endorsement. No brands or products mentioned are affiliated with Vise, nor do they endorse or sponsor this content. 

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