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Book a Demo

The portfolio built for your
biggest client. For every client.

The portfolio built
for your biggest client.
For every client.

One platform to build personalized, tax-aware portfolios across every asset class — and prove your value in every client conversation.

Get Started

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VISE AT WORK TODAY

Tax lots evaluated0

Trades executed78,684

Positions valued0

Lot-level decisions2,016,712

Price updates ingested0

Optimizations run0

Join hundreds of the most ambitious wealth firms, growing their assets ~2x faster than the average RIA.*

SEC Registered

Fiduciary

Trusted by Enterprise Wealth Firms, RIAs, and Asset Managers

$14T+ AUM

$1T+ AUM

$147B+ AUM

$88B+ AUM

$20B+ AUM

$11B+ AUM

$3B+ AUM

$2B+ AUM

$872M+ AUM

$15B+ AUM

Platform Assets¹$140B+

Accounts135,000

Portfolio Creator

Account Details & Restrictions

Define Position Constraints

ASSET ALLOCATION

Equity46.67%

Fixed Income24.20%

Alternatives5.00%

Cash24.13%

Total Value$379,744.28

Net Unrealized Gains$26,490.87

Positions

TickerAsset ClassValue

Allocation

AAPL

Equity$57,723.0815.20%

SNOXX

Cash$50,205.6013.22%

CCLFX

Alternatives$18,987.215.00%

VTEB

Fixed Income$15,157.083.99%

Set Portfolio RestrictionsRestricted positions will not be purchased and will be sold if currently held.

Company Names / Tickers

Sectors

Energy

Countries

Values

Business Practices

BUILD

Build Personalized Portfolios

MANAGE

Rebalance on a household level

EXPLAIN

AI-powered insights for clients

Up to 3.15% more return, every year

On a $4.2M portfolio, Vise's optimization has the potential to add up to roughly $1.3M in extra after-tax value over 10 years. It comes from four layers working together, automatically.

+3.15% annually

$0M

$1M

$2M

$3M

$4M

$4.2M

$5.5M

+$1.3M over 10Y

S&P 500

Vise

S&P 500 + Vise Optimization

Tax Loss Harvesting

Rebalancing

Asset Location

Alternatives

For illustrative purposes only. Does not represent actual client results. Hypothetical performance does not guarantee future results.

All-in-one operating system for wealth management

Reporting, rebalancing, tax management, trading, and model management in one place.

Reporting, rebalancing, tax management, trading,
and model management in one place.

Reporting, rebalancing, tax management, trading, and model management
in one place.

Client Reporting

Performance reports, tax summaries, and portfolio breakdowns generated in seconds. Replaces Black Diamond Wealth Solutions.

Tax Loss Harvesting

Losses harvested daily across the whole account, not once at year-end. Replaces 55ip.

Risk Tolerance

Every portfolio built and monitored against the client's risk profile. Replaces Nitrogen.

Model Management

Build, assign, and update models across every account from one place. Replaces Envestnet.

Trading and Rebalancing

Drift-aware trading and rebalancing that respects each account's tax budget. Replaces Orion.

SMA

Direct-indexed and single-stock SMAs, customized down to the security. Replaces Canvas.

One platform, every investment strategy

Direct Indexing

Harvest losses at a single-stock level

Own the index components, not the ETF wrapper. Personalize any position.

Source Liquidity

Relative Value Screens

Design Strategy

Optimize Portfolio

FIXED INCOME

Run the whole portfolio in one place

Treasuries and munis live now. Build ladders or duration strategies by sector and credit quality.

OPTIONS & LIQUIDITY

Unlock liquidity without paying taxes

Box spreads provide liquidity below margin loans or SBLOCs.

60/40 Multi-Strategy Allocation

On targetOn target

Equity

25.00%

Fixed Income

25.00%

Alternatives

25.00%

Cash

25.00%

MODEL DELIVERY

Run your models

Build your models into the platform; Vise handles trading, rebalancing, and tax.

100% of starting capital

LONG SHORT

Generate tax alpha in all markets

130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

THIRD PARTY MODELS

Access leading models

Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.

One platform, every investment strategy

Direct Indexing

Harvest losses at a single-stock level

Own the index components, not the ETF wrapper. Personalize any position.

Source Liquidity

Relative Value Screens

Design Strategy

Optimize Portfolio

FIXED INCOME

Run the whole portfolio in one place

Treasuries and munis live now. Build ladders or duration strategies by sector and credit quality.

OPTIONS & LIQUIDITY

Unlock liquidity without paying taxes

Box spreads provide liquidity below margin loans or SBLOCs.

60/40 Multi-Strategy Allocation

On targetOn target

Equity

25.00%

Fixed Income

25.00%

Alternatives

25.00%

Cash

25.00%

MODEL DELIVERY

Run your models

Build your models into the platform; Vise handles trading, rebalancing, and tax.

100% of starting capital

LONG SHORT

Generate tax alpha in all markets

130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

THIRD PARTY MODELS

Access leading models

Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.

One platform, every investment strategy

Direct Indexing

Harvest losses at a single-stock level

Own the index components, not the ETF wrapper. Personalize any position.

Source Liquidity

Relative Value Screens

Design Strategy

Optimize Portfolio

FIXED INCOME

Run the whole portfolio in one place

Treasuries and munis live now. Build ladders or duration strategies by sector and credit quality.

OPTIONS & LIQUIDITY

Unlock liquidity without paying taxes

Box spreads provide liquidity below margin loans or SBLOCs.

60/40 Multi-Strategy Allocation

On targetOn target

Equity

25.00%

Fixed Income

25.00%

Alternatives

25.00%

Cash

25.00%

MODEL DELIVERY

Run your models

Build your models into the platform; Vise handles trading, rebalancing, and tax.

100% of starting capital

LONG SHORT

Generate tax alpha in all markets

130/30, 145/45, 200/100 and 250/150 in one tax-efficient account.

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

BlackRock 60/40

DFA Core Equity

Alpha Architect Value

THIRD PARTY MODELS

Access leading models

Partnerships with BlackRock, DFA, and Alpha Architect, delivered through Vise.

Vise's algorithms are designed to find tax savings
in every client's situation.

Vise's optimizer is designed
to find tax savings in every client's situation.

Try Tax Savings Calculator

Just sold my company for $5M and $4.2M of that is gain, so taxes are taking about $0.8M. How do I reduce my bill?

I'm 67 and I want to retire in four years, but 70% of my $2.5M portfolio is Google stock and $1.5M of that is gain. How do I de-risk without a big tax bill?

I sold my rentals for $4M with about $2.8M of gain, and between capital gains and depreciation recapture the bill is around $900K. Can I bring that down?

Vise can defer about $400,000 of that.

Vise can defer about $300,000.

Vise can defer about $510,000 of that.

40% of advisor time goes to portfolio operations. Not clients.

Start Saving Time

Source: Independent Financial Partners

Migrating to Vise is simple

Accounts stay at your custodian.
$150M+ books transitioned in six-week sprints.

Switch to Vise

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Setup

Agreement, models and strategies, custodial connectivity.

Data in

Full book at lot level. Restrictions and cash bulk-uploaded.

Staged transition

Optimizer generates proposals. Review, approve in batches. Run alongside your current techstack.

Live

Daily harvesting, rebalancing, distributions, AI reporting active.

Migrating to Vise is simple

Accounts stay at your custodian.
$150M+ books transitioned in six-week sprints.

Switch to Vise

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Setup

Agreement, models and strategies, custodial connectivity.

Data in

Full book at lot level. Restrictions and cash bulk-uploaded.

Staged transition

Optimizer generates proposals. Review, approve in batches. Run alongside your current techstack.

Live

Daily harvesting, rebalancing, distributions, AI reporting active.

Migrating to Vise is simple

Accounts stay at your custodian. $150M+ books transitioned in six-week sprints.

Switch to Vise

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Setup

Agreement, models and strategies, custodial connectivity.

Data in

Full book at lot level. Restrictions and cash bulk-uploaded.

Staged transition

Optimizer generates proposals. Review, approve in batches. Run alongside your current techstack.

Live

Daily harvesting, rebalancing, distributions, AI reporting active.

We work with

Charles Schwab

Vise is a Money Manager on Schwab Marketplace. Vise is granted access account by account or in bulk, depending on your authority.

Leading wealth management
firms run on Vise

Leading wealth management firms run on Vise

Leading wealth management firms
run on Vise

These testimonials are from current Vise clients. No compensation was provided. No material conflicts of interest exist.

How Brent won a billionaire client with Vise Long Short

Brent Henry

Managing Partner

Watch Video

How Pat Dwyer won Silicon Valley founders by saving them tens of millions in taxes

Pat Dwyer

Managing Director

Watch Video

"We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

Tiffany Soricelli

Principal & CEO

How Brent won a billionaire client with Vise Long Short

Brent Henry

Managing Partner

Watch Video

How Pat Dwyer won Silicon Valley founders by saving them tens of millions in taxes

Pat Dwyer

Managing Director

Watch Video

"We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”

Tiffany Soricelli

Principal & CEO

Frequently asked questions

About Vise

What is Vise?

An autonomous wealth platform and the asset manager behind it. You set the strategy and constraints for each client; Vise builds the portfolio around their goals, taxes, and holdings, then manages it from there.

Is Vise software, or an asset manager?

Both, from the same firm. Vise AI Advisors, LLC is an SEC-registered investment adviser and acts as sub-advisor on the accounts it manages, so the platform and the manager aren't separate vendors.

Who uses Vise?

Registered investment advisors, from independent firms to enterprise RIAs and aggregators. The portfolios belong to individual clients, and every one is built around what that client needs.

When to use Vise

Have a client with a concentrated position?

Lock it and build the portfolio around it, or set a tax budget and work it down as gains allow. Long Short can also run an extension on top while the position stays intact.

Have a client facing a big tax bill?

Capital losses harvested in the portfolio offset capital gains realized elsewhere on the client's return: a company sale, a property, a legacy manager's trades. Unused losses carry forward.

Spending more time on portfolio admin than with clients?

Rebalancing, harvesting, wash-sale screening, cash raises, and trading run daily on every account. Every client gets the attention only your largest used to get.

How Vise invests

What strategies does Vise run?

Direct Indexing, single- and multi-factor equity strategies, municipal and Treasury bond ladders, tax-aware Long Short, Options and Liquidity, and model delivery — your firm's own models or a third party's.

How does Vise handle taxes?

Tax management is part of every trade, not a quarterly sweep. Vise checks accounts daily for harvestable losses and screens wash sales across every account sharing a client's tax ID.

Who keeps the client relationship?

You do. You set restrictions, exclusions, and tax budgets client by client, and Vise executes inside them. Every portfolio reflects what that client needs, whether you run ten accounts or ten thousand.

Getting started

What's the minimum?

No minimum for Direct Indexing, $125,000 for fixed income, and $250,000 in taxable assets for Long Short. Custodians set their own minimums for Long Short, and they are substantially higher.

Do my clients have to change custodians?

Not if they custody with Charles Schwab, Fidelity, BNY Mellon Pershing, Goldman Sachs Custody Solutions, Raymond James, or Altruist. Accounts stay where they are, though Long Short is currently Schwab only.

What does it take to get started?

Your firm signs one Platform Agreement covering every account. Each account then needs its custodian's standard authorization: a Money Manager LPOA at Schwab, an SMA Addendum at Fidelity, nothing at Raymond James. Clients sign nothing Vise-specific.

How soon does it trade?

Once the account is funded, a few business days at Schwab and about a week at Fidelity. Trading starts when you execute your first proposal.

How is client data protected?

Encrypted in transit and at rest, production access restricted, and an annual third-party security assessment by ProcessUnity (formerly CyberGRX). Policies and the subprocessor list are available through the Trust Center on request.

*Growth comparison reflects median year-over-year total firm AUM growth of the 18 largest Vise client firms, based on each firm's public SEC Form ADV filings (2024 median: +29.5%), versus the median RIA's AUM growth of 16.6% as reported in the 2025 Charles Schwab RIA Benchmarking Study. Growth figures include market appreciation and, for certain firms, acquired assets, and are not solely attributable to the use of Vise. Past growth is not indicative of future results.

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.
2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.
3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.

Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance.

Product images shown are for informational and illustrative purposes only and may not reflect how they will appear within the product. Third-party trademarks and service marks referenced are the property of their respective owners.

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio built
for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio built for your biggest client. For every client.

The portfolio built for your biggest client. For every client.

The portfolio builtfor your biggest client.For every client.

One platform to build personalized, tax-aware portfolios across every asset class — and prove your value in every client conversation.

One platform to build personalized, tax-aware portfolios across every asset class — and prove your value in every client conversation.

Join hundreds of the most ambitious wealth firms, growing their assets ~2x faster than the average RIA.*

Build Personalized Portfolios

Rebalance on a household level

AI-powered insights for clients

All-in-one operating system for wealth management

All-in-one operating system for wealth management

One platform, every investment strategy

Harvest losses at a single-stock level

Run the whole portfolio in one place

Unlock liquidity without paying taxes

Run your models

Generate tax alpha in all markets

Access leading models

One platform, every investment strategy

Harvest losses at a single-stock level

Run the whole portfolio in one place

Unlock liquidity without paying taxes

Run your models

Generate tax alpha in all markets

Access leading models

One platform, every investment strategy

Harvest losses at a single-stock level

Run the whole portfolio in one place

Unlock liquidity without paying taxes

Run your models

Generate tax alpha in all markets

Access leading models

Vise's algorithms are designed to find tax savingsin every client's situation.

Vise's optimizer is designedto find tax savings in every client's situation.

40% of advisor time goes to portfolio operations. Not clients.

Migrating to Vise is simple

Migrating to Vise is simple

Migrating to Vise is simple

Leading wealth management firms run on Vise

Leading wealth management firms run on Vise

Leading wealth management firmsrun on Vise

Frequently asked questions

About Vise

What is Vise?

Is Vise software, or an asset manager?

Who uses Vise?

When to use Vise

Have a client with a concentrated position?

Have a client facing a big tax bill?

Spending more time on portfolio admin than with clients?

How Vise invests

What strategies does Vise run?

How does Vise handle taxes?

Who keeps the client relationship?

Getting started

What's the minimum?

Do my clients have to change custodians?

What does it take to get started?

How soon does it trade?

How is client data protected?

The portfolio built for your biggest client.For every client.

The portfolio built for your biggest client.For every client.

The portfolio builtfor your biggest client.For every client.

The portfolio built for your
biggest client. For every client.

The portfolio built for your
biggest client. For every client.

The portfolio built
for your biggest client.
For every client.

Vise's algorithms are designed to find tax savings
in every client's situation.

Vise's optimizer is designed
to find tax savings in every client's situation.

Leading wealth management
firms run on Vise

Leading wealth management firms
run on Vise

The portfolio built for your biggest client.
For every client.

The portfolio built for your biggest client.
For every client.

The portfolio built
for your biggest client.
For every client.