Products

Resources

Compare

Careers

News

Book a Demo

Products

Resources

Compare

Careers

News

Book a Demo

Return

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.

Get Started

Side by side comparison

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

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.

Switch to Vise

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.

Switch to Vise

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

Where Vise leads

Vise is a modern one-stop shop solution. We streamline processes for advisors so workflows are optimized and efficient

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.

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.

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.

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

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.

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.

Migrating to Vise is simple

Accounts stay at same the 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

We put our clients first

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?

Which custodians does Vise support?

How is Vise different from Vestmark?

Can Vise help migrate a book off Vestmark?

See how Vise compares
for your book.

Get Started

Vise vs 55ip

Vise vs Canvas

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

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

Why advisors choose Vise over Vestmark