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Vise vs 55ip:  
Stop leaving money on the table

Daily position-level decisions across every account. No enrollment forms, no replacement lists, no manual review cycles.

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The numbers don’t lie

Vise harvests daily. 55ip harvests every 31 days. On a $1M portfolio, that gap compounds to over $500K in additional after-tax wealth.

For a client with a $1.5M portfolio, daily harvesting could have generated $247,369 in tax alpha over 5 years — $21,922 more than monthly harvesting

Daily harvesting

Monthly harvesting

Daily harvesting reflects Vise's internal backtest for US Large Cap direct indexing (daily single-stock tax-loss harvesting, simulated 2000–2023; 37% short-term / 20% long-term tax rates). Monthly harvesting (2.84%): Vise internal harvest-frequency study, same backtest methodology. Externally corroborated by Chaudhuri, Burnham & Lo, “An Empirical Evaluation of Tax-Loss-Harvesting Alpha,” Financial Analysts Journal (2020), which found ~108 bps/yr for monthly harvesting under a different methodology and tax regime. Methodologies and tax assumptions may differ between figures. For illustrative purposes only. Simulated and backtested performance does not reflect actual client accounts and does not guarantee future results. Tax treatment varies by individual circumstances; consult a qualified tax professional.

Every deal you close creates a transition problem

55ip offers up to seven scenarios per account, but there's no book-level solver, no value quantification, and no way to prioritize 400 accounts at once.

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Built for how advisors actually work

Your team spends hours a day in this platform. Vise is designed for speed, clarity, and zero friction, so every workflow feels intuitive from day one.

Switch to Vise

One product, one login

Vise is an all in one platform for advisors, there is no need to juggle five different logins for one portfolio,

Direct Indexing

Single-stock personalization at low cost. Own the underlying index components, not the ETF wrapper. Harvest at the single-stock level and personalize for values, restrictions, or concentrated positions.

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Fixed Income

Treasuries and munis live on platform today. Build ladders for predictable cash flows or duration strategies for total return, customized by sector and credit quality.

Long Short

Institutional strategies, advisor-accessible 130/30, 145/45, 200/100 and 250/150 Long Short strategies managed within the same tax-efficient account alongside your existing positions.

Learn more

Options & Liquidity

Low-cost financing for high net worth clients. Box spread strategies provide liquidity at rates well below margin loans or security-backed lines of credit, all within the existing account.

Advisor/Home Office Model Delivery

Build your models directly into the platform and Vise handles all trading, rebalancing, and tax management.

Third Party Models

Vise has established partnerships with leading asset managers, including BlackRock, DFA, and Alpha Architect, meaning their models are delivered through Vise. Additional Partnerships in progress.

Side by side comparison

Multi-Custodian Trading

Direct Indexing

Tax-Smart Technology

All-in-one Platform

When your CIO changes a model weight, it updates across every account in the book without coordinating across separate systems.

Investment overlay, not a full platform

Their product roadmaps serve the parent company's distribution strategy, not their clients.

Daily Tax-Loss Harvesting

Reviews every position daily. Separate ST/LT budgets for current and future years

Monthly Tax-Loss Harvesting

Proposals, bulk onboarding, client reporting, transition planning at the book level, and household management require separate tools

Fully customize and own your portfolios

Your investment committee sets the models, your advisors set the preferences, and Vise's optimizer executes daily.

Restricted by 55ip

When a model needs updating, the advisor places a request and 55ip deploys the trades.

Long Short

5.9x more harvestable losses than long-only. Works in bull markets.

Not Available

Side by Side Comparison

Multi-Custodian Trading

Direct Indexing

Tax-Smart Technology

Investment overlay, not a full platform

Their product roadmaps serve the parent company's distribution strategy, not their clients.

Monthly Tax-Loss Harvesting

Proposals, bulk onboarding, client reporting, transition planning at the book level, and household management require separate tools

Restricted by 55ip

When a model needs updating, the advisor places a request and 55ip deploys the trades.

Not Available

Multi-Custodian Trading

Direct Indexing

Tax-Smart Technology

Daily Tax-Loss Harvesting

Reviews every position daily. Separate ST/LT budgets for current and future years

All-in-one Platform

When your CIO changes a model weight, it updates across every account in the book without coordinating across separate systems.

Fully customize and own your portfolios

Your investment committee sets the models, your advisors set the preferences, and Vise's optimizer executes daily.

Long Short

5.9x more harvestable losses than long-only. Works in bull markets.

Multi-Custodian Trading

Direct Indexing

Tax-Smart Technology

All-in-one Platform

When your CIO changes a model weight, it updates across every account in the book without coordinating across separate systems.

Daily Tax-Loss Harvesting

Reviews every position daily. Separate ST/LT budgets for current and future years

Fully customize and own your portfolios

Your investment committee sets the models, your advisors set the preferences, and Vise's optimizer executes daily.

Long Short

5.9x more harvestable losses than long-only. Works in bull markets.

Migrating to Vise is simple

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

Switch to Vise

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

Migrating to Vise is simple

No new client signatures. Accounts stay at same custodian. $150M+ books transitioned in six-week sprints.

Switch to Vise

Frequently asked questions

Is it easy to switch?

Do I have to migrate all accounts at once?

What about my existing models?

Which custodians does Vise support?

How is Vise different from 55ip?

Does Vise do tax-loss harvesting like 55ip?

See how Vise compares
for your tech stack.

See how Vise compares for your book.

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Vise vs Canvas

Vise vs Orion Eclipse

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

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Product

Resources

521 Broadway
New York, NY 10012

+1 646 374 0888

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

521 Broadway
New York, NY 10012

+1 646 374 0888

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

521 Broadway
New York, NY 10012

+1 646 374 0888

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

Vise vs 55ip: Stop leaving money on the table

Vise vs 55ip: Stop leaving money on the table