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.

Parametric is a strong direct-indexing and tax-managed SMA provider, but its scope is equities and SMAs. Vise covers the whole household on one optimization engine — direct indexing, long/short, fixed income, options overlays, and alternatives — coordinating tax across every account, not just within an equity sleeve.

Yes. Vise runs in-house direct indexing and a proprietary long/short strategy with daily tax-loss harvesting, and coordinates them with the household's fixed income, alternatives, and other SMAs in a single tax-aware optimization.