Why VizWealth Was Built

VizWealth was created to solve real problems that financial advisors face when managing model portfolios and selecting investments for clients. The tools that already existed — Yahoo Finance, Google Finance, most charting platforms — weren't built with an advisor's workflow in mind.

The Problem with Price Charts

Most charting tools show price charts, not total return charts. For fixed income and bond investments, that distinction matters. When you're evaluating safe-money positions during a period of market stress, you need to see performance adjusted for dividends — not just price movement. Without total return data, it's difficult to accurately assess drawdown, make informed hold-or-sell decisions, or give clients a clear picture of where they actually stand.

Evaluating Alternative Investments Against Public Funds

When a client is considering an alternative investment — a private real estate fund, for example — you need a way to compare it against publicly available options like real estate mutual funds or ETFs. Specifically, you need to answer two questions: How does the manager actually perform during periods of stress? And do the higher fees justify the difference in risk-adjusted returns?

Without side-by-side comparison on a total return basis across stress periods, that analysis is hard to do rigorously. VizWealth makes it straightforward to put alternatives next to their public-market equivalents and evaluate whether the premium is warranted.

What VizWealth Was Built to Do

VizWealth was built to give advisors the analytical tools needed to manage model portfolios with confidence — total return visibility on fixed income, meaningful benchmarking for alternative investments, and a clear view of how holdings behave when markets are under pressure. It fills the gap left by general-purpose financial platforms that aren't designed around how advisors actually evaluate and manage client portfolios.