We are a group of advisors that wanted to leverage our current spend on bulk report data, increase client engagement while saving time. Visual Intelligence (Vi) is a visual printing press for a world that doesn't read.
Vi4 Wealth is a seem less connection to your bulk report data that creates visually intelligent graphics that are 93% more effective than flat PDF reports.
In less than 15 minutes you can get started and with solutions that only require 1-3 clicks. It will be the least time you spend in a day.
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