Visualize Wealth

Visualize Wealth

FinTech New York 2016

Visualize Wealth provides tech-savvy, upper-middle income individuals with aggregated investment performance reports inside the app of their primary bank (white label). With Visualize Wealth, banks can provide their account holders:
– intuitive, aggregated investment reports showing investment performance, risk, and fees
– the ability create goals and track their progress
– automated benchmark construction on accounts and financial goals to ensure proper comparison of investment performance