Why advisors choose Vise over Vestmark
Why advisors choose Vise over Vestmark
We ship what advisors ask for, that’s how 100+ firms and $82B+ in assets ended up on the platform. Yours could be next.
We ship what advisors ask for, that’s how 100+ firms and $82B+ in assets ended up on the platform. Yours could be next.
Get Started
Get Started
Side by side comparison
Multi-Custodian Trading
Multi-Custodian Trading
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Quarterly Tax Loss Harvesting
Aligned with quarterly model updates. Misses losses between cycles. No separate ST/LT budget controls.
No unnecessary tax events
Sees through ETFs to underlying stocks. Two funds with 98% overlap are treated as equivalent.
Treats each ticker as distinct
Can trigger taxable swaps between near-identical funds for no change in exposure.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Long only
Long Short not available
Modular sleeves cascade changes to all accounts
One click, not 150+ edits. BlackRock and DFA updates flow in and trade automatically.
Separate product per combination
Weight change requires editing each product individually.
Side by side comparison
Multi-Custodian Trading
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
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
No unnecessary tax events
Sees through ETFs to underlying stocks. Two funds with 98% overlap are treated as equivalent.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Modular sleeves cascade changes to all accounts
One click, not 150+ edits. BlackRock and DFA updates flow in and trade automatically.
Built for how advisors actually work
Built for how advisors actually 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.
Rules don't optimize. Algorithms do.
Rules don't optimize. Algorithms do.
Most platforms run on static rules that conflict with each other. Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
Most platforms run on static rules that conflict with each other. Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
Where Vise leads
Where Vise leads
Vise is a modern one-stop shop solution. We streamline processes for advisors so workflows are optimized and efficient
Vise is a modern one-stop shop solution. We streamline processes for advisors so workflows are optimized and efficient
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Overlapping funds
Vise sees through to underlying holdings. Two ETFs with 98% overlap are treated as equivalent, no taxable swap. Vestmark treats them as distinct tickers and can trigger a gain-realizing trade for no portfolio benefit.
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Single page execution
On Vise, the advisor goes from proposal to execution in one workflow. At Vestmark, the portfolio manager has to navigate through multiple pages to see what they need, verify the system output, and then execute.
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Cash buffers are not invisible
On Vise, you set up an automated distribution, we sell on a tax-efficient basis on the scheduled date, and if there’s no activity within 15 days we notify and reinvest. In Vestmark, there is no visible way to set and monitor that recurring cash need alongside the model allocation. The advisor ends up maintaining a parallel spreadsheet.
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Automated transition
Vise pulls the full book from custodial feeds at lot level. The solver segments by opportunity and quantifies the value per account. Advisors review and approve in a collaborative workflow. Vestmark: export, send, wait, receive, verify manually. One firm spent nine months before reaching UAT.
We harvest losses daily
We harvest losses daily
Vise harvests daily. Vestmark harvests quarterly.
The gap is 200+ bps annually and it compounds.
Vise harvests daily. Vestmark harvests quarterly. The gap is 200+ bps annually and it compounds.
Migrating to Vise is simple
Accounts stay at same the 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.
We put our clients first
We put our clients first
We are constantly improving and building features based on the feedback of our clients
We are constantly improving and building features based on the feedback of our clients
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 book.
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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
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