Tag Archives: investment

Wizest helps build expert, winning investment portfolios @ CES 2021



Wizest investment portfoliosWilliam Littlefield is the CTO of Wizest, a 2-year-old next-generation investment trading platform that takes the complexity and drudgery out of wealth building.

While young professionals recognize the value of building an investment portfolio, Littlefield says they can find the current process complicated, intimidating, or boring. Wizest flips the standard practice of picking stocks, bonds or financial instruments yourself, and gamifies the process, making investing more like playing Fantasy Football, helping investors to build their own team of financial experts.

Anyone can join Wizest as an investor and after indicating their investment preferences, the platform takes those preferences and matches them up with financial experts in those fields to create a leaderboard for an investor to peruse. Once the investor identifies a few financial experts they like, they can then drill down further into their portfolios, and investment strategies. Then, with the click of a button, the investor can replicate their preferred expert’s portfolio for themselves. Depending on an investor’s risk threshold, new investors can anticipate returns between 3% and 16%, net of fees.

There are no account minimums and investors can get started now with a closed-beta risk-free simulator. After the beta period, investors will be able to open an account, deposit funds, and execute real trades. When you’re ready to invest with real money, Wizest charges 0.5% for transaction fees and a 0.5% annual management fee. Unlike many investment platforms, Wizest has no account minimums. Additionally, experts never have direct access to investor funds, which are instead held by the platform.

Participating financial experts, can bank on no overhead costs, a national clientele base, and added income. They simply create a profile on Wizest, including their strategy and investment experience, create a portfolio of stocks, using a percentage allocation model, and then post and communicate their strategy to attract investors. Wizest compensates experts based on the amount of their virtual assets under management, subject to multipliers based on user satisfaction and portfolio risk.

Interested investors and financial experts can find more information and enroll in the closed beta period at their website.

Interview by Christopher Jordan of The Talking Sound.

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Boss Insights is bringing investment data to private companies



Boss Insights Private Investment DataFor almost any company to grow, investment is a key to success. For public companies, investors can easily get the information they need to make an informed decision because their information is, by definition, public. However, for investors to get information about a private company, they need to interact directly with that company. It also means that they are subject to the information that is presented to them. Boss Insights is bringing the benefits of public information to private investors.

Using data connectors, Boss Insights can hook into a wide variety of data producing platforms, such as accounting software, customer relationship platforms, and more. By combining this data, the platform can provide similar insights into a private company that investors would need to make a smart decision. Investors often compete with one another, especially when choosing to invest in a high profile company. That competition can cause investors to over offer funds, take less equity in trade, or simply make hasty offers. With the edge that data can give to these investors, they can prevent those hasty decisions.

For startups, working with Boss Insights can also provide a lot of value. Not only does it bring attention and trust between investors and the company, but it can also reveal information to improve their operations. In the startup world, most people have multiple roles, and people can be in a position for which they have less than optimal training. Some of that knowledge gap can be filled by an AI-powered platform that reveals cracks in the foundation or places for improvement. If it is a red flag for an investor, it should be a red flag for the company’s management.

Boss Insights is available now for startups and investors to use. For more information on the platform or to sign up for an account, head over to their website.

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