Why advisors choose Vise over Parametric
Why advisors choose Vise over Parametric
Parametric optimizes one equity sleeve, Vise optimizes the full household in one platform.
Parametric optimizes one equity sleeve, Vise optimizes the full household in one platform.
Get Started
Get Started
Side by side comparison
Optimization-based engine
Optimization-based engine
Tax Loss Harvesting
Tax Loss Harvesting
Direct indexing
Direct indexing
Own your process
You run your own investment process on a platform that gives your team the same optimization, tax management, and scale.
Outsource to vendor
You outsource your equity tax management to a manager who runs a sleeve inside your tech stack.
Automation Bulk Transition
Collaborative workflow with version history. $150M+ books in three weeks.
Manual Transition Mapping
Onboarding is manual mapping of accounts to models. Advisors and home office trade spreadsheets back and forth.
Long Short
Your non-Direct Indexing accounts get the same daily optimization as your Direct Indexing accounts
Not available
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Not available
Parametric onboards accounts. Vise onboards books.
Parametric onboards accounts.
Vise onboards books.
Parametric onboards accounts. Vise onboards books.
Parametric's Radius transitions accounts into Parametric strategies. Vise's solver analyzes a full book, maps every account to its best destination, and runs the transition in minutes.
Parametric's Radius transitions accounts into Parametric strategies. Vise's solver analyzes a full book, maps every account to its best destination, and runs the transition in minutes.
Design as a feature
Design as a feature
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.
See the full picture and make better decisions across it.
See the full picture and make better decisions across it.
Dedicated household view shows aggregate asset allocation across all accounts.
Dedicated household view shows aggregate asset allocation across all accounts.
Side by side comparison
Multi-Custodian Trading
Not available
Quarterly Tax Loss Harvesting
Aligned with quarterly model updates. Misses losses between cycles. No separate ST/LT budget controls.
Treats each ticker as distinct
Can trigger taxable swaps between near-identical funds for no change in exposure.
Long only
Long Short not available
Separate product per combination
Weight change requires editing each product individually.
Multi-Custodian Trading
Household Asset Location
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Automation Bulk Transition
Collaborative workflow with version history. $150M+ books in three weeks.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Optimization Based Portfolio Engine
Weighs taxes, risk, turnover, and timing in a single solve. Absorbs every client restriction as a constraint without adding complexity.
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.
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.
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The portfolio you'd build for your biggest client.
For every client.
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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.
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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.