Why advisors choose Vise over Parametric
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
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
Optimization-based engine
Tax-Loss Harvesting
Outsource to vendor
You outsource your equity tax management to a manager who runs a sleeve inside your tech stack.
Manual Transition Mapping
Onboarding is manual mapping of accounts to models. Advisors and home office trade spreadsheets back and forth.
Not available
Not available
Multi-Custodian Trading
Tax-Loss Harvesting
Own your process
You run your own investment process on a platform that gives your team the same optimization, tax management, and scale.
Automation Bulk Transition
Collaborative workflow with version history. $150M+ books in three weeks.
Long Short
Your non-Direct Indexing accounts get the same daily optimization as your Direct Indexing accounts
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
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?
Which custodians does Vise support?
How is Vise different from Parametric?
Does Vise offer DI and long/short like Parametric?
See how Vise compares
for your tech stack.
The portfolio built 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
Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
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 built 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
Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
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 built
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
Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
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.