One team.
A shared
market view.
The full WiseView Terminal for your whole team. Every member gets their own desk. One account brings the membership and billing together.
Every panel, for every member.
Add and remove members yourself.
One invoice, on agreed terms.
Talk about your team.
Share a little about your team. Expect a reply within one business day.
Prefer email? contact@wiseview.ai
Their own desk. One account.
Give the team a common research platform while keeping each member’s work their own.
Everyone gets everything
- Every module, from day one
- Streaming quotes, charts and the pre-market board
- Company filings and insider activity
- Congressional disclosures
- The research assistant, with exportable reports
- Their own price, insider and congressional alerts
You stay in control
- One invoice for the team, not a card per member
- A named person to call, not a ticket queue
- Add and remove members yourself, without asking us
- A leaver's place goes to their replacement, at no cost
- No tiers — everyone gets the whole product
- We set the account up for you
- Investment & advisory firms
- Advisors and portfolio managers working from the same numbers, so what a client is told does not depend on who picked up the phone.
- Trading desks
- Traders and analysts on the same names intraday — one live tape, one set of levels, no screenshots pasted into chat.
- Research teams
- Filings, insider activity and congressional disclosures in one place, with reports your team can export and send on.
- Trading education & communities
- A lead trader and the members who follow along. Everyone watches the same board, so a call makes sense to the room in real time.
From a conversation to a working team.
- 01
Tell us about your team
A twenty-minute call covers it. If it is not a fit, we say so.
- 02
We set up your account
Your firm's name, the places you need. We do this part.
- 03
Invite your members by email
They click the link, sign in, and they are working.
- 04
Everyone gets the full terminal
No tiers, nothing held back. Day one is the whole product.
Your team’s work belongs to them.
Account administration covers the roster and billing. Each member keeps their own research, watchlists, alerts and layouts.
- We don’t sell or share their details
- Not with data brokers, not with advertisers, not with anybody.
- We don’t market to them
- No third-party offers, no promotions. They hear from us about the product they use, nothing else.
- Their work is theirs
- Watchlists, alerts, layouts and research belong to the member — and leave with them.
- You see the roster, not their reading
- Who is on the account and when they were last in — that is your view. What anyone looked up, charted or asked is not part of it.
- Nobody here signs in as them. Ever.
- There is no impersonation in this product — for support or anything else.
- Your records are yours
- Ask what we hold about your account and we show you. Ask us to remove it and we do — beyond what the law makes us keep.
Before the first invoice.
- How does billing work?
- One invoice for the whole team, on the terms we agree. The invoice, its breakdown and the receipt all live on your own billing page.
- What if somebody joins or leaves mid-term?
- Removing somebody frees their place immediately, and you can hand it to their replacement at no cost. Need more places? Tell us and we add them.
- What happens to their work if they leave?
- Their watchlists, alerts and layouts belong to them. Removing somebody ends their access through you — it does not hand their work to anyone else.
- Does somebody who already pays for WiseView pay twice?
- No. Tell us and we sort it out — nobody is charged twice for the same thing.
- Is any of this financial advice?
- No. WiseView shows data, filings and analysis. What your team does with it is their decision — nothing here is a recommendation to buy or sell anything.
- Can we try it before we commit?
- Yes. We set up a small group of your members first, so the ones who would actually use it get real time in it before anybody signs.
Security, in plain terms
Data travels encrypted, and account access requires sign-in. Owner access is limited to account administration; it does not include members’ research or conversations.
Your paperwork, answered
Send a security questionnaire or your own contract with the enquiry. WiseView holds no money and places no trades.