Yes. 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, with 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.

Every trading day. Vise reviews every position in every account daily and coordinates wash-sale avoidance across every account that shares a tax ID.

Vise optimizes at the household level, coordinating taxable, tax-deferred, alternatives and concentrated positions as one problem. Vise is independent and venture-backed, with no asset-manager shelf to favor.

Yes. Vise runs in-house direct indexing and Long Short strategies from 130/30 to 250/150 on one optimization engine, with daily tax-loss harvesting and wash-sale avoidance coordinated across the entire household.