Vise vs 55ip:
Stop leaving money on the table
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.
Daily position-level decisions across every account. No enrollment forms, no replacement lists, no manual review cycles.
Get Started
Get Started
The numbers don’t lie
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.
Vise harvests daily. 55ip harvests every 31 days. On a $1M portfolio, that gap compounds to over $500K in additional after-tax wealth.
Every deal you close creates a transition problem
Every deal you close creates a transition problem
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.
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.
Built for how advisors actually work
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.
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.
One product, one login
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,
Vise is an all in one platform for advisors, there is no need to juggle five different logins for one portfolio,
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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.
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Long Short
Institutional strategies, advisor-accessible 130/30, 150/50, 200/100 and 250/150 Long Short strategies managed within the same tax-efficient account alongside your existing positions.
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Options & Liquidity
Low-cost financing for HNW clients. Box spread strategies provide institutional-grade liquidity at rates well below margin loans or security-backed lines of credit, all within the existing account.
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Advisor/Home Office Model Delivery
Build your models directly into the platform and Vise handles all trading, rebalancing, and tax management.
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Third Party Models
Vise has established partnerships with leading asset managers, including BlackRock and DFA, meaning their models are delivered through Vise often at no cost. Additional Partnerships in progress.
Side by side comparison
Multi-Custodian Trading
Multi-Custodian Trading
Direct Indexing
Direct Indexing
Tax-Smart Technology
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
Quarterly Tax Loss Harvesting
Aligned with quarterly model updates. Misses losses between cycles. No separate ST/LT budget controls.
Treats each ticker as distinct
Can trigger taxable swaps between near-identical funds for no change in exposure.
Long only
Long Short not available
Separate product per combination
Weight change requires editing each product individually.
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.
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.
Frequently asked questions
Is it easy to switch?
Do I have to migrate all accounts at once?
What about my existing models?
How much does it cost?
Which custodians do Vise support?
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The portfolio you'd build for your biggest client.
For every client.
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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.
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.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
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The portfolio you'd build for your biggest client.
For every client.
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.
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.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
The portfolio you'd build for your biggest client.
For every client.
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.
Tax-Loss Harvesting Disclosures
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