MiVise is the first comprehensive, objective, client advisor matching software system. The matching algorithm enables advisors and clients to be matched based on both quantitative and qualitative metrics. Mivise's algorithm is built on the cumulative 43 years of experience of the founding team members. The current revenue produced by investment advisors in the United States is $30.7B annually, and is expected to grow by 19%, 12% and 10% in 2010, 2011 and 2012, respectively.
Clients, as reported by Forrester Research, are taking a much more active role in the management of their finances and are seeking web-based solutions to enable them to objectively locate an advisor that can help them secure their financial future.
Mivise is a practical solution that takes the best of the web 2.0 environment and applies it to one of the most emotional factors in people's lives, money. The technology is available for this product and the demand for this type of product is overwhelming. EHarmony and Match.com have captured the emotional dating process. Mivise will capture the emotional financial market by focusing on helping our users tell their unique story and helping them find the advisors that will help them find what they are looking for, safety, security, and confidence in their future.