Our investors are looking for a wide array of investment options. There’s room for many advisors and strategies. You’ll be compensated beyond just risk and return—Wizest rewards advisors that make their investors happy. The platform will track your virtual assets under management without any work on your part.
*AUM is virtual. Wizest handles all account management for investors.
Any financial advisor that has passed the Series 7 and Series 66 exams.
Financial advisors simply create a percentage-based portfolio model; the platform will manage the rest. Make changes as you see fit and write activity posts to keep your investors informed.
Contact us at firstname.lastname@example.org. Wizest is in the process of creating private label partnerships to offer our experience more widely. We may already be having discussions with your institution. If not, we’d love to start.