Solver BI360 vs Vise
Solver BI360Financial Planning and Analysis
From $195 / moPublished price
ViseAI for Finance
CustomPublished price
Solver BI360 Financial Planning and Analysis All Your Data. One Platform. Zero Silos. | Vise AI for Finance Build smarter portfolios, harvest more tax losses, and run your entire practice from one platform. | |
|---|---|---|
| Overview | ||
| Category | Financial Planning and Analysis | AI for Finance |
| What it is | Cloud financial reporting and budgeting platform for mid-market companies using Microsoft Dynamics and other ERPs. | AI investment management platform for independent financial advisors. |
| Pricing | ||
| Published price | From $195 / mo Rebranded from BI360 to Solver. BI360 Cloud Starter is offered at $195/mo (annual) including Report Designer, Cloud Portal, 6 users, data warehouse, one ERP integration, and a Sol… | Custom Vise does not publish pricing; it is an SEC-registered platform sold to financial advisors and RIA aggregators with custom pricing (typically an asset-based or per-account fee). C… |
| Pricing model | Custom quote | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 1996 | 2016 |
| Team size | 51-200 employees | 51-200 employees |
| Headquarters | Stamford, CT | New York, NY |