Revolutionize your Investment Advisory with Vies AI

Table of Contents

1. Introduction
2. The Current State of Investment Advisory
3. The Need for Personalized Portfolios
4. The Introduction of Vies AI
5. How Vies AI Works
6. The Benefits of Vies AI
7. Comparison with Other Investment Advisory Services
8. Building Trust with Clients
9. Testing and Performance of Vies AI
10. The Decision-Making Process for Financial Institutions
11. Conclusion

The Future of Investment Advisory: Personalized Portfolios with Vies AI

Investment advisory has been around for decades, with over 400,000 advisors in the United States managing over 70 trillion dollars in assets. However, little has changed in the space over the past few decades. Clients expect personalized portfolios tailored to their needs, but instead, they are getting dumped into generic buckets of mutual funds and ETFs. Clients pay for individualized advice and education, but advisors don't have the time, tools, or technology to deliver. Expectations have changed over the past 20 years, but the technology hasn't been able to keep up. However, advisors have been doing one thing right - building lasting and trusted relationships with their clients. These are attributes that tools or technology will Never be able to replace.

The Current State of Investment Advisory

The investment advisory industry has been slow to adapt to changing client expectations. Clients want personalized portfolios that reflect their values, goals, and dreams. They want to know that their investments are aligned with their long-term financial goals. However, most investment advisors are still using generic portfolios that don't take into account the unique needs of each client.

The Need for Personalized Portfolios

Clients are paying for personalized advice and education, but they are not getting it. Investment advisors don't have the time, tools, or technology to deliver personalized portfolios. Clients are frustrated with the lack of customization and are looking for alternatives.

The Introduction of Vies AI

Vies AI is an artificial intelligence platform tailored to investment advisors. It empowers advisors to build personalized portfolios around their clients' values, goals, and dreams. Vies AI analyzes a client's investment needs and builds them a personalized portfolio of stocks, bonds, and other assets. It then provides the portfolio intelligence for advisors to explain those investment decisions and the "why" behind their portfolio to the clients.

How Vies AI Works

Vies AI takes a goal-Based approach to investing, looking at the client's goals, risk criteria, behavioral details, and other factors to build a customized portfolio around those constraints. It looks at the portfolio structure, whether it's asset class, stock, or sector. For example, if the client works at Facebook, they probably don't want Facebook options in their portfolio. They want a reduced exposure to technology and definitely don't want Facebook. Vies AI also looks at the investment strategy, whether it's a value strategy or growth strategy.

The advisor can review the portfolio, unlike a mutual fund or equity manager. Vies AI lifts the hood off the portfolio, showing the advisor exactly what they're investing in and why they're investing in it. It then shows how the portfolio has performed through different times, like the 2000 dot-com crash or the 2008 recession. Vies AI also shows how the portfolio is expected to perform over the next 20 years or the lifecycle of the portfolio. Lastly, and most importantly, Vies AI provides the portfolio intelligence. This is the story the advisor needs to tell to their client, the unique talking points and justifications the advisor can give about the portfolio, making them look smarter and providing a better result.

The Benefits of Vies AI

Vies AI automates all of the management, rebalancing, and everything so the advisors can focus their time on what they do best - building great client relationships. Unlike traditional models, Vies AI doesn't just look at historical data. It couples advanced quat models with machine learning models to build a perfect personalized portfolio for each client.

Comparison with Other Investment Advisory Services

Vies AI is different from other investment advisory services like mutual funds and equity managers. Mutual funds and equity managers provide low differential to the advisor with highly generic and impersonal portfolios. Robo advisors provide a digital AdVantage to those mutual funds and equity managers, but they still don't provide the customization and the true value the advisors really need. Vies AI provides the personalization and customization that clients are looking for, while also providing the transparency and portfolio intelligence that advisors need to build trust with their clients.

Building Trust with Clients

Building trust with clients is essential in the investment advisory industry. Clients need to feel confident that their investments are aligned with their long-term financial goals. Vies AI provides the transparency and portfolio intelligence that advisors need to build trust with their clients. Advisors can tell their clients exactly what they're investing in and why they're investing in it. Clients love to get that phone call from their advisor, saying, "Hey, this just happened with your portfolio, and your goal has been hit."

Testing and Performance of Vies AI

Vies AI has been tested extensively to ensure that it provides the best risk-adjusted returns for clients. Vies AI uses a benchmark of the best for risk-adjusted returns, rather than just alpha. Vies AI feeds the data in from a time frame like 1990 and runs the model forward with new data, so it's all fresh to the model and then trades backward.

The Decision-Making Process for Financial Institutions

The decision-making process for financial institutions is based on testing the product out and seeing how well it works with one or two or three of their clients. Vies AI provides a significant degree of credibility, especially because it's partnered with big custodians like Charles Schwab, E-Trade, and Fidelity.

Conclusion

Vies AI is the future of investment advisory. It provides the personalization and customization that clients are looking for, while also providing the transparency and portfolio intelligence that advisors need to build trust with their clients. Vies AI has been tested extensively to ensure that it provides the best risk-adjusted returns for clients. Financial institutions can test the product out and see how well it works with their clients. Vies AI is the solution that investment advisors have been looking for to provide personalized portfolios to their clients.

Highlights

• Vies AI is an artificial intelligence platform tailored to investment advisors.
• Vies AI empowers advisors to build personalized portfolios around their clients' values, goals, and dreams.
• Vies AI provides the transparency and portfolio intelligence that advisors need to build trust with their clients.
• Vies AI has been tested extensively to ensure that it provides the best risk-adjusted returns for clients.
• Financial institutions can test the product out and see how well it works with their clients.

FAQ

Q: What is Vies AI? A: Vies AI is an artificial intelligence platform tailored to investment advisors. It empowers advisors to build personalized portfolios around their clients' values, goals, and dreams.

Q: How does Vies AI work? A: Vies AI takes a goal-based approach to investing, looking at the client's goals, risk criteria, behavioral details, and other factors to build a customized portfolio around those constraints. It looks at the portfolio structure, whether it's asset class, stock, or sector. Vies AI also looks at the investment strategy, whether it's a value strategy or growth strategy.

Q: How does Vies AI compare to other investment advisory services? A: Vies AI is different from other investment advisory services like mutual funds and equity managers. Mutual funds and equity managers provide low differential to the advisor with highly generic and impersonal portfolios. Robo advisors provide a digital advantage to those mutual funds and equity managers, but they still don't provide the customization and the true value the advisors really need. Vies AI provides the personalization and customization that clients are looking for, while also providing the transparency and portfolio intelligence that advisors need to build trust with their clients.

Q: How does Vies AI build trust with clients? A: Vies AI provides the transparency and portfolio intelligence that advisors need to build trust with their clients. Advisors can tell their clients exactly what they're investing in and why they're investing in it. Clients love to get that phone call from their advisor, saying, "Hey, this just happened with your portfolio, and your goal has been hit."

Q: How has Vies AI been tested? A: Vies AI has been tested extensively to ensure that it provides the best risk-adjusted returns for clients. Vies AI uses a benchmark of the best for risk-adjusted returns, rather than just alpha. Vies AI feeds the data in from a time frame like 1990 and runs the model forward with new data, so it's all fresh to the model and then trades backward.

Q: How can financial institutions test Vies AI? A: Financial institutions can test the product out and see how well it works with their clients. Vies AI provides a significant degree of credibility, especially because it's partnered with big custodians like Charles Schwab, E-Trade, and Fidelity.