Go beyond rebalancing on Tamarac with Vise
Go beyond rebalancing on Tamarac with Vise
Daily harvesting, automated distributions, one-click model updates. $82B+ in assets managed on one platform.
Daily harvesting, automated distributions, one-click model updates. $82B+ in assets managed on one platform.
Get Started
Get Started
Rules don't optimize. Algorithms do.
Rules don't optimize. Algorithms do.
Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
Why the engine matters more than the rebalancer
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.
Tamarac is a strong rebalancer. Where it hits a ceiling is when you need the system to think across multiple dimensions at once.
Tamarac is a strong rebalancer. Where it hits a ceiling is when you need the system to think across multiple dimensions at once.
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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.
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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.
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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
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
You’re leaving money on the table
Vise harvests daily. Tamarac does not offer tax-loss harvesting in any form.
Vise harvests daily. Tamarac does not offer tax-loss harvesting in any form.
For illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Designed for how advisors work
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.
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.
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.
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.