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Go beyond rebalancing on Tamarac with Vise

Q: Is it easy to switch?

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.

Q: Do I have to migrate all accounts at once?

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.

Q: What about my existing models?

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.

Q: Which custodians does Vise support?

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.

Q: How is Vise different from Tamarac?

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.

Q: Does Vise replace Tamarac's rebalancing?

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.

Daily harvesting, automated distributions, one-click model updates. $82B+ in assets managed on one platform.

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Rules don't optimize. Algorithms do.

Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.

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Rules-based rebalancing

Sell if drift exceeds 5%

Harvest losses quarterly

Rebalance on calendar schedule

Maintain 3% cash buffer

Restrict single stock > 10%

Liquidate for distributions first

Rules conflict with each otherUnnecessary turnover

The Vise Advantage

Tax

Drift

Risk

Costs

Client

Multi-objective optimization

Optimal trade list

Every decision accounts for every otherMinimal wasted trades

Why the engine matters more than the rebalancer

Tamarac is a strong rebalancer. Where it hits a ceiling is when you need the system to think across multiple dimensions at once.

Avoid Overlapping Funds

Two ETFs share 95% of the same stocks. Tamarac trades between them, triggering a taxable event for no change in exposure. Vise sees the overlap and skips the trade.

Alternatives need flexible allocation logic

Target is 20% alts, only 5% invested. Tamarac holds cash or fails. Vise shifts to a risk-equivalent sleeve like fixed income until the alts trade is available.

Customize not restrict

Every client restriction is one constraint in Vise's solve. In Tamarac, each one adds a rule that compounds with every account.

Side by side comparison

Multi-Custodian Trading

Household Asset Location

Not available

Daily Tax-Loss Harvesting

Reviews every position daily. Separate ST/LT budgets for current and future years

No Tax-Loss Harvesting

Advisors who want to harvest do it manually: run a report, find the opportunities, execute trades, track wash sales.

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

5.9x more harvestable losses than long-only. Works in bull markets.

Long only

Long Short not available

Optimization Based Portfolio Engine

Weighs taxes, risk, turnover, and timing in a single solve. Absorbs every client restriction as a constraint without adding complexity.

Rules-Based Rebalancer

Reliable and predictable, but each restriction adds a rule. Lacks the ability for customization on any level.

You’re leaving money on the table

Vise harvests daily. Tamarac does not offer tax-loss harvesting in any form.

For a client with a $1.5M portfolio, daily harvesting could have generated $247,369 in tax alpha over 5 years — $21,922 more than monthly harvesting

Daily harvesting

Monthly harvesting

Daily harvesting reflects Vise's internal backtest for US Large Cap direct indexing (daily single-stock tax-loss harvesting, simulated 2000–2023; 37% short-term / 20% long-term tax rates). Monthly harvesting (2.84%): Vise internal harvest-frequency study, same backtest methodology. Externally corroborated by Chaudhuri, Burnham & Lo, “An Empirical Evaluation of Tax-Loss-Harvesting Alpha,” Financial Analysts Journal (2020), which found ~108 bps/yr for monthly harvesting under a different methodology and tax regime. Methodologies and tax assumptions may differ between figures. For illustrative purposes only. Simulated and backtested performance does not reflect actual client accounts and does not guarantee future results. Tax treatment varies by individual circumstances; consult a qualified tax professional.

For illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Designed for how advisors work

Your team spends hours a day in this platform. Vise is designed for speed, clarity, and zero friction, so every workflow feels intuitive from day one.

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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

No new client signatures. Accounts stay at same custodian.
$150M+ books transitioned in three week sprints.

Switch to Vise

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.

Switch to Vise

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 Tamarac?

Does Vise replace Tamarac's rebalancing?

See how Vise compares
for your tech stack.

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Vise vs Parametric

Vise vs Vestmark

The portfolio built for your biggest client.
For every client.

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Product

Resources

521 Broadway
New York, NY 10012

+1 646 374 0888

Form ADV

Form CRS

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.

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

521 Broadway
New York, NY 10012

+1 646 374 0888

Form ADV

Form CRS

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

The portfolio built
for your biggest client.
For every client.

Book a Demo

Product

Resources

521 Broadway
New York, NY 10012

+1 646 374 0888

Form ADV

Form CRS

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

Go beyond rebalancing on Tamarac with Vise

Go beyond rebalancing on Tamarac with Vise