Vise vs Canvas:
Management beyond direct indexing

Vise vs Canvas:
Management beyond direct indexing

Canvas is a custom DI engine. Vise is that and everything your practice needs around it.

Canvas is a custom DI engine. Vise is that and everything your practice needs around it.

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Most advisory firms don't run 100% of their assets in direct-indexed accounts.

Most advisory firms don't run 100% of their assets in direct-indexed accounts.

Vise manages all of it. On Canvas, the non-DI accounts need a separate platform with its own model management, rebalancing, and tax optimization.

Vise manages all of it. On Canvas, the non-DI accounts need a separate platform with its own model management, rebalancing, and tax optimization.

Currently available on Vise

Currently available on Vise

Seamless Data Integration

Vise integrates directly with custodians to simplify and streamline account onboarding.

Automated Transitions

Bulk transition planning across hundreds of accounts. Best-fit model identified for each account automatically and tax budgets respected throughout with no surprise gains.

Integrated Investment Experience

Models, direct indexing, fixed income, Long Short, and SMAs, all in a single account. Direct custodial integrations, no manual handoffs, no fragmented workflows.

Tax-Aware Asset Management

Vise's AI-powered engine runs daily TLH, rebalancing, and drift management across your entire book, to help capture the tax alpha your clients are currently leaving on the table.

Household Proposals

Build household-level proposals across every asset class (alternatives, third-party SMAs, ETFs, Mutual Funds) with performance, risk, and sensitivity analysis built in.

Vise Intelligence

Pull up any account in seconds: trades made, losses harvested, distributions coming. Every client conversation starts from confidence, not catch-up.

A DI engine can't run an integration

A DI engine can't run an integration

Acquisitions don't come pre-sorted. You need a platform that sees the full book and decides what goes where, Vise does that.

Acquisitions don't come pre-sorted. You need a platform that sees the full book and decides what goes where, Vise does that.

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

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

Side by side comparison

Multi-Custodian Trading

Multi-Custodian Trading

Direct Indexing

Direct Indexing

Tax Budgets

Tax Budgets

Long Short Strategy

Long Short Strategy

Model Delivery

Strategy Center with curated models from BlackRock, DFA, and others. Models-of-models blending lets advisors mix sleeves in any ratio per client.

Not available

If you have model-based ETF or mutual fund accounts alongside your DI accounts, those need to be managed on a separate platform.

Household Management

Dedicated household view shows aggregate asset allocation across all accounts, with account-level detail and household-level alerts.

Only individual account views

Household-level views, cross-account optimization, and asset location are not part of the platform.

AI and reporting

Vise uses three LLMs to generate 360-degree account reviews, personalized client narratives, and real-time portfolio health scores

Not available

Reporting and client-facing narratives would need to come from a separate tool.

Clean by design

Clean by design

Our design language is modern, clean, and intentional. We believe the way a platform looks and feels is just as important as what it can do.

Our design language is modern, clean, and intentional. We believe the way a platform looks and feels is just as important as what it can do.

Side by side comparison

Multi-Custodian Trading

Direct Indexing

Tax Budgets

Long Short Strategy

Not available

If you have model-based ETF or mutual fund accounts alongside your DI accounts, those need to be managed on a separate platform.

Only individual account views

Household-level views, cross-account optimization, and asset location are not part of the platform.

Not available

Reporting and client-facing narratives would need to come from a separate tool.

Multi-Custodian Trading

Direct Indexing

Tax Budgets

Long Short Strategy

Model Delivery

Strategy Center with curated models from BlackRock, DFA, and others. Models-of-models blending lets advisors mix sleeves in any ratio per client.

Household Management

Dedicated household view shows aggregate asset allocation across all accounts, with account-level detail and household-level alerts.

AI and reporting

Vise uses three LLMs to generate 360-degree account reviews, personalized client narratives, and real-time portfolio health scores

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?

The portfolio you'd build for your biggest client.
For every client.

521 Broadway

New York, NY 10012

+1 929 849 4840

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.

521 Broadway

New York, NY 10012

+1 929 849 4840

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.

521 Broadway

New York, NY 10012

+1 929 849 4840

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.