Why Vise has an advantage over Geowealth

Yes. Vise handles the heavy lifting so you can get up and running fast. 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, compared to 12-24 months with legacy platforms. You'll have 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.

GeoWealth is a TAMP with strong middle- and back-office operations; Vise is the investment and tax engine. Vise adds household-level tax management — capital-gains budgets across current and future years, scenario analysis, and a substitutes framework — plus in-house direct indexing and long/short.

Vise's tax management is built to be set-and-forget: daily harvesting, capital-gains budgets, tracking-error-versus-tax scenario analysis, and household-level wash-sale avoidance, with a substitutes framework that avoids auto-liquidating positions when models change.