Meet the Vishzan AI Wealth Coach. Built to analyze your total net worth, find hidden investment risks, and guide you toward your growth targets—24/7.
Vishzan Wealth Coach
Analyzing Net Worth Velocity...
The coach looks at every dollar across all your accounts to ensure your money is working as hard as you do.
The AI scans your stocks, ETFs, and crypto to identify overlapping holdings and concentration risks that could leave you exposed.
Get a real-time risk score based on your actual holdings. The AI suggests adjustments to keep you within your comfort zone.
Simulate thousands of market conditions to see where your wealth is likely to be. Adjustment suggestions included.
The AI identifies opportunities in your taxable accounts to harvest losses and optimize your tax bill automatically.
Set multiple financial goals—retirement, house down payment, education—and let the AI prioritize your savings flow.
Our models identify high-cost expense ratios and hidden bank fees that are quietly eating into your long-term returns.
Your investment data is yours alone. Our AI operates in a highly secure, read-only layer. We never see your credentials, and we never sell your financial profile to third parties.
AES-256
Encryption
SOC2
Compliant Infra
Our AI only sees what you want it to see. You maintain full control over your data connections at all times.
Professional-grade investment intelligence is now just a chat away. Start your trial and meet your AI coach today.