NEXT-GENERATION MOBILE INVESTMENT REPORTING
easy-to-understand, highly visual investment reports, conveniently placed inside a user's primary banking mobile application
Visualize 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 goals
Visualize 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
Company Details
- Founded
- 2013
- Phone
- +1 404-667-8555
- in****@****lth.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- visualizewealth.com
Visualize Wealth Questions
Visualize Wealth's helpline number is +1 404-667-8555
Visualize Wealth's website is visualizewealth.com
Visualize Wealth's LinkedIn profile is https://www.linkedin.com/company/stratcheck-io
Visualize Wealth's industry is
Investment Management
Visualize Wealth's top competitors are
Hsqa - Consultancy & Outsourcing,
Laurion Capital Management Lp,
Minty Living,
Kent Renaissance,
Uk Public Services Football Cup,
Summitbit Trading, Llc,
Usprosoft,
Gonzo Invest,
Snoozzy Inc,
The Powerhitter Co™.
Visualize Wealth's support email address is info@visualizewealth.com
Visualize Wealth's categories are Investment Management
Visualize Wealth's founding year is 2013
