Why Vise has an advantage over Geowealth
Why Vise has an advantage over Geowealth
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
Designed for the modern advisor
Designed for the modern advisor
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
Multi-Custodian Trading
UMA Support
UMA Support
Model Marketplace
Model Marketplace
Client First Approach
Every feature on the platform started as a conversation with a client. We ship weekly, and the roadmap is driven by the firms we work with.
Parent Company Needs
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
Not intended to serve as a fully comprehensive tax solution
Accounts must be manually enrolled. Advisors define replacement lists at the firm level.
Automated Process
One click, not 150+ edits. BlackRock and DFA updates flow in and trade automatically.
Manual Enrollment
Advisors must manually enroll accounts into tax tools, disable dividend reinvestment (DRIP), verify cost basis method at custodian, and regularly review gains/losses.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Not available
Side by side comparison
Multi-Custodian Trading
UMA Support
Model Marketplace
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Client First Approach
Every feature on the platform started as a conversation with a client. We ship weekly, and the roadmap is driven by the firms we work with.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Automated Process
One click, not 150+ edits. BlackRock and DFA updates flow in and trade automatically.
Multi-Custodian Trading
UMA Support
Model Marketplace
Client First Approach
Every feature on the platform started as a conversation with a client. We ship weekly, and the roadmap is driven by the firms we work with.
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Automated Process
One click, not 150+ edits. BlackRock and DFA updates flow in and trade automatically.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.


Multi-Custodian Trading
UMA Support
Model Marketplace
Not available
Parent Company Needs
Their product roadmaps serve the parent company's distribution strategy, not their clients.
Not intended to serve as a fully comprehensive tax solution
Accounts must be manually enrolled. Advisors define replacement lists at the firm level.
Manual Enrollment
Advisors must manually enroll accounts into tax tools, disable dividend reinvestment (DRIP), verify cost basis method at custodian, and regularly review gains/losses.
Migrating to Vise is simple
Accounts stay at same custodian.
$150M+ books transitioned in three-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.
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,
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.
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.
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.
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.
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
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
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.

