Solving real problems for Advisors and Clients
We are a group of current and former investment advisors who build these solutions to make our clients lives easier.
The results have been successful for clients and advisors alike.
Visual Assessment
Being visually intelligent (Vi) helps you better communicate your strategies by maximizing the effectiveness of your current tools with the help from our dedicated team of specialists. See below a Visual Assessment of a current client report.
Real Solutions - Real Results
It’s never too soon or too late to adopt strategies to improve client engagement. Janet G. runs a successful client centric firm and didn't need new technology.
Vi4 Wealth - next level engagement
Get the trusted information you need to share your message and engage your clients. Simple. Efficient. Effective.
Real Results
We're a FinTech company specializing in visual solutions tailored to you and your clients’ needs. Our solutions are tested and verified by an independent third party. See the results below.
