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Comparing Vise and Orion

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

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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

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 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 and DFA, meaning their models are delivered through Vise often at no cost. Additional Partnerships in progress.

Side by side comparison

Multi-Custodian Trading

UMA Support

Model Marketplace

Optimization Based Portfolio Engine

Weighs taxes, risk, turnover, and timing in one solve, so a client gets the best possible trade across all those constraints simultaneously

Rules-Based Trading

Eclipse processes constraints sequentially, so the order rules fire determines the trade.

Daily Tax Loss Harvesting

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

Not intended to serve as a fully comprehensive tax solution

Accounts must be manually enrolled. Advisors define replacement lists at the firm level.

Customized Portfolios

Fully customizable with no model limitations: security, sector, ESG, and country-level restrictions all supported.

Pre-defined Models

Uses ASTRO SMA, five pre-defined direct indexing models with specified buy lists and tracking error targets.

Long Short

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

Not available

Rules don't optimize. Algorithms do.

Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.

Switch to Vise

Rules-based rebalancing

Sell if drift exceeds 5%

Harvest losses quarterly

Rebalance on calendar schedule

Maintain 3% cash buffer

Restrict single stock > 10%

Liquidate for distributions first

Rules conflict with each otherUnnecessary turnover

The Vise Advantage

Tax

Drift

Risk

Costs

Client

Multi-objective optimization

Optimal trade list

Every decision accounts for every otherZero wasted trades

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

Side by side comparison

Multi-Custodian Trading

UMA Support

Model Marketplace

Optimization Based Portfolio Engine

Weighs taxes, risk, turnover, and timing in one solve, so a client gets the best possible trade across all those constraints simultaneously

Daily Tax Loss Harvesting

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

Customized Portfolios

Fully customizable with no model limitations: security, sector, ESG, and country-level restrictions all supported.

Long Short

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

Multi-Custodian Trading

UMA Support

Model Marketplace

Rules-Based Trading

Eclipse processes constraints sequentially, so the order rules fire determines the trade.

Not intended to serve as a fully comprehensive tax solution

Accounts must be manually enrolled. Advisors define replacement lists at the firm level.

Pre-defined Models

Uses ASTRO SMA, five pre-defined direct indexing models with specified buy lists and tracking error targets.

Not available

Different 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.

Switch to Vise

We harvest losses daily automatically

Vise harvests daily. Eclipse sells, buys a substitute, then 30 days later sends an alert asking the advisor to come back and run a workflow to buy back the original.

For a client with a $1.5M portfolio, Vise would have generated $332,571 in tax returns over a 5 years horizon

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

Every new book analyzed in minutes, not months

Vise segments your full book across seven criteria and shows the advisor exactly how much value each transition creates. Eclipse gives you a grid to configure account by account.

Migrating to Vise is simple

No new client signatures. Accounts stay at same custodian.
$150M+ books transitioned in three-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?

How much does it cost?

Which custodians do Vise support?

See how Vise compares
for your tech stack.

Get Started

Vise vs Geowealth

Vise vs Tamarac

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

Book a Demo

Product

Resources

Clients

521 Broadway

New York, NY 10012

+1 929 849 4840

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.

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

Book a Demo

Product

Resources

Clients

521 Broadway

New York, NY 10012

+1 929 849 4840

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.

Tax-Loss Harvesting Disclosures

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

Book a Demo

Product

Resources

Clients

521 Broadway

New York, NY 10012

+1 929 849 4840

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.

Tax-Loss Harvesting Disclosures

Comparing Vise and Orion

Comparing Vise and Orion

One product, one login

One product, one login

Side by side comparison

Multi-Custodian Trading

Multi-Custodian Trading

UMA Support

UMA Support

Model Marketplace

Model Marketplace

Optimization Based Portfolio Engine

Rules-Based Trading

Daily Tax Loss Harvesting

Not intended to serve as a fully comprehensive tax solution

Customized Portfolios

Pre-defined Models

Long Short

Not available

Rules don't optimize. Algorithms do.

Rules don't optimize. Algorithms do.

Multi-Custodian Trading

UMA Support

Model Marketplace

Optimization Based Portfolio Engine

Daily Tax Loss Harvesting

Customized Portfolios

Long Short

Multi-Custodian Trading

UMA Support

Model Marketplace

Rules-Based Trading

Not intended to serve as a fully comprehensive tax solution

Pre-defined Models

Not available

Different by design

Different by design

We harvest losses daily automatically

We harvest losses daily automatically

Every new book analyzed in minutes, not months

Every new book analyzed in minutes, not months

Every new book analyzed in minutes, not months

Migrating to Vise is simple

Migrating to Vise is simple

Frequently asked questions

See how Vise compares for your tech stack.

Vise vs Geowealth

Vise vs Tamarac

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

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

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

See how Vise compares
for your tech stack.

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

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

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