Visualize Wealth
Investment Management - New York, New York, United States
Visualize Wealth Employees
Visualize Wealth Details
NEXT-GENERATION MOBILE INVESTMENT REPORTINGeasy-to-understand, highly visual investment reports, conveniently placed inside a user's primary banking mobile applicationVisualize Wealth lets investors:- See their investment performance compared with other investors and their personal benchmarks- Understand their investment allocation, fees paid, and amount of risk in their investments- Have accurate and meaningful benchmarks constructed automatically for all accounts and financial goals- Create and track investment goals and assign funds from different accounts to those goalsVisualize Wealth lets banks:- Further engage customers by offering aggregated investment reports—including accounts at other firms—within the bank's mobile application- Nurture loyalty by providing customers with their most valued investment information- Build customer trust by being the only available source of objective reporting for aggregated portfolios- Promote financial literacy and investor empowerment of their customers
Visualize Wealth Technologies
Email Providers
Gmail
Widgets
SumoMe
Tag Management
Google Tag Manager
Fonts
Typekit
Other
Google Apps
Analytics and Tracking
HeapAnalytics