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Portfolio & Custody

Vi4

Empowering RIAs with intelligent portfolio management and reporting.

"Vi4 is a portfolio management and reporting solution designed for Registered Investment Advisors (RIAs). It streamlines investment tracking, performance reporting, and client communication. Firms use Vi4 to enhance operational efficiency and provide clients with clear, insightful portfolio information."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #112 in Portfolio & Custody
Validated Adoption
104 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio construction and optimization
Automated client reporting
Performance attribution analysis
Risk management tools
Compliance reporting

Primary Use Cases

Client performance reviews
Investment strategy analysis
Compliance reporting

Agentic Intelligence Briefing

"Vi4 empowers RIAs with intelligent portfolio management and reporting tools to optimize investment strategies and enhance client communication."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive performance reporting
Investment management focus
Scalable for various firm sizes

Adoption Hazards

Limited information provided (N/A for pricing and website)
Unknown integration capabilities

Stack Compatibility Profile

How Vi4 integrates into institutional RIA stacks.

104 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Nitrogen Wealth
95%
Stack Correlation
Morningstar Office
84%
Stack Correlation
Bloomberg Tax (BNA)
84%
Stack Correlation
Elements Financial Planning
80%
Stack Correlation
ICM
72%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent and enterprise RIAs seeking advanced portfolio management solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Orion Advisor Services
2Black Diamond

Value Proposition

"Vi4 provides RIAs with robust performance reporting tools to enhance client communication and investment decision-making."

Audit Your RIA Stack

See how Vi4 fits into your overall tech efficiency score.

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Envestnet Tamarac

Tamarac: Integrated technology for RIA growth.

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Fidelity

Empowering RIAs with custody, trading, and support.

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Jump

Jump: Streamline your portfolio management and reporting.

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