Why advisors may choose
Vise over 55ip

Yes. Vise handles the heavy lifting so you can get up and running fast. Our AI-powered onboarding agents prefill documents using your custodian and CRM data, and our team manages the technical setup end to end. Enterprise firms typically complete onboarding in about 3 months, compared to 12-24 months with legacy platforms. You'll have a dedicated team guiding you through every step.

No. You can move accounts over at your own pace. Vise builds a personalized tax plan for each client with separate short-term and long-term gain budgets, so every transition is optimized to minimize tax impact. Many firms start with a handful of accounts, see the results, and expand from there.

Bring them. Vise's Strategy Center lets you import your existing investment models and manage them with versioning, effective dating, and full audit logs. You can set firm-level defaults and allow client-level overrides. If you're running a strategy we don't already have in our universe, we'll work with you to add it.

Vise integrates with Fidelity, Schwab, BNY Mellon, BNY Pershing, Goldman Sachs, Raymond James, and Altruist, with more on the way. All integrations support real-time data feeds for cash and positions, straight-through trade processing, and automated daily reconciliation.

Vise is the manager, the optimizer, and the tax engine in one. It manages whatever the account holds — a third-party model, your firm's model, or individual securities — and selects the individual securities it trades. Tax decisions are coordinated automatically across every account sharing a tax ID on the Vise platform; 55ip's Form ADV states that its tax-loss harvesting services "operate on an account basis and consider only securities and transactions within a particular account," and cross-account coordination requires the client to affirmatively link 55ip accounts, covers wash-sale avoidance only, and leaves it to the client to assess "whether linking accounts is beneficial for the account holder(s) or consistent with tax requirements."

Every trading day. Vise reviews every position in every account daily and coordinates wash-sale avoidance across every account that shares a tax ID. Because direct indexing and Long Short run on Vise's own engine, harvesting is part of every trade decision rather than a separate pass.