Go beyond rebalancing on Tamarac with Vise

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.

Tamarac is a rules-based rebalancer; Vise is optimization-based. Rather than stacking individual rules, Vise solves for the best trade across tax, risk, turnover, and tracking error at once, and sees look-through ownership of funds to avoid needless gain-realizing swaps.

Vise runs portfolio construction, rebalancing, and tax management on one optimization engine, with daily tax-loss harvesting and wash-sale avoidance coordinated across the household. Firms often move tax-sensitive and high-net-worth books to Vise for optimization depth a rules-based rebalancer can't match.