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Products

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Company

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Book a Demo

Home Office Models

Your model in every account,
each client's taxes individually managed

Your model
in every account,
each client's taxes
individually managed

Your investment team defines the model.
Vise stores it, versions it, and trades it in every linked account.

Your investment team defines the model. Vise stores it, versions it, and trades it in every linked account.

Your investment team defines the model. Vise stores it,
versions it, and trades it in every linked account.

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Run the models you define, in your own taxonomy

Run the models you define,
in your own taxonomy

Everything stays in your language: your own benchmarks,
at the strategy or account level, and your asset class definitions.

Everything stays in your language: your own benchmarks, at the strategy or account level, and your asset class definitions.

Stocks or funds

Build a model from individual stocks or from funds, and Vise stores and manages it in one place.

Stocks or funds

Build a model from individual stocks or from funds, and Vise stores and manages it in one place.

Sleeves

Blend several strategies into a single client allocation, and Vise rebalances the whole portfolio.

Sleeves

Blend several strategies into a single client allocation, and Vise rebalances the whole portfolio.

Long-only or Long Short

Run your model long-only, or add a short extension that harvests losses on both sides of the market.

Long-only or Long Short

Run your model long-only, or add a short extension that harvests losses on both sides of the market.

Personalize the account,
not the model

Personalize the account, not
the model

Your model is your firm's intellectual property, and Vise doesn't change it. What changes is each account: the lots bought, the lots left alone, and the gains realized.

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Change the model once

Update it in the Strategy Center, choose when it takes effect, and release it to every linked account once your approvals clear.

Change the model once

Update it in the Strategy Center, choose when it takes effect, and release it to every linked account once your approvals clear.

See the change before it goes out

Vise shows the proposed trades, the exposure shift, and the tracking-error and Investment Policy Statement (IPS) impact before it is executed.

See the change before it goes out

Vise shows the proposed trades, the exposure shift, and the tracking-error and Investment Policy Statement (IPS) impact before it is executed.

Built around what the client already owns

Each account is managed around its existing holdings and account restrictions while still delivering your models tax efficiently.

Built around what the client already owns

Each account is managed around its existing holdings and account restrictions while still delivering your models tax efficiently.

One model, three clients

Assign a model to a client. The allocation stays where you set it.
The work inside the account changes.

Assign a model to a client. The allocation stays where you set it. The work inside the account changes.

$1.2M funded in cash

Nothing to work around. The account buys straight into the model.

Positions bought214

Gains realized$0

Losses harvested$0

Restrictions applied0

Firm Core Growth 70/30Unchanged

Max deviation 0.1%

US equity52.0%

International equity20.1%

Fixed income19.9%

Alternatives5.0%

Cash3.0%

For illustrative purposes only - actual result will vary.

Who it's for

The firm with models in a spreadsheet

Changing one weight means touching every account by hand, and the book drifts until you finish. Vise holds the lineup and trades every account against it.

The firm with an investment committee

The committee approves a change. Vise applies it on the date you choose, pushes it everywhere, and logs who approved what.

The firm with hundreds of one-off portfolios

Vise moves those accounts onto the firm lineup at whatever pace each client's gains budget allows.

Frequently asked questions

How do our models get onto the platform?

You provide the raw model data and Vise inputs it, then stores, manages, and trades it from the Strategy Center.

Do we keep discretion over our own models?

Yes. The model is yours, and Vise trades it as sub-adviser to your firm.

Can we analyze a model before we approve it?

Yes. Portfolio X-Ray covers look-through fund overlap, concentration, and sector, style and geographic exposures, all inside the proposal workflow.

Who can change a model, and what happens next?

Your investment team, in the Strategy Center. Changes are versioned, effective-dated and logged, then propagated to every linked account.

Can we hold accounts back while a new model is being approved?

Yes. Accounts can be paused from trading until the onboarding approvals are complete.

Can advisors build their own models?

Yes, alongside the firm lineup. Your firm decides which customizations advisors are allowed to make.

How do we customize a model for one client?

Once the model is built in Strategy Center, use Portfolio Creator to incorporate ESG and values exclusions, sector limits and over/under-weights, security restrictions, asset class targets and cash thresholds that all come from the client's IPS.

Can we blend two models in one account?

One per asset class — an equity model and a fixed income model share an account and rebalance together. Two equity models need two accounts.

Does a trade in one sleeve affect the others?

Yes. Vise rebalances the account as a whole rather than sleeve by sleeve, so a trade in one respects the tax in the rest.

Can we move existing accounts onto our models?

Yes. Set the gains budget and Vise shows the trade-off before you commit: how closely the account tracks your model at each level of realized gain.

Can we benchmark against our own blend?

Yes. Set a composite benchmark, 60% equity and 40% fixed income or any other mix, and Vise adjusts it to match how each account is built.

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

Book a Demo

521 Broadway
New York, NY 10012

+1 201 375 3969

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

521 Broadway
New York, NY 10012

+1 201 375 3969

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

521 Broadway
New York, NY 10012

+1 201 375 3969

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

Your model in every account,each client's taxes individually managed

Your modelin every account,each client's taxesindividually managed

Your investment team defines the model.Vise stores it, versions it, and trades it in every linked account.

Your investment team defines the model. Vise stores it, versions it, and trades it in every linked account.

Your investment team defines the model. Vise stores it,versions it, and trades it in every linked account.

Run the models you define, in your own taxonomy

Run the models you define, in your own taxonomy

Run the models you define,in your own taxonomy

Stocks or funds

Stocks or funds

Sleeves

Sleeves

Long-only or Long Short

Long-only or Long Short

Personalize the account,not the model

Personalize the account, notthe model

Change the model once

Change the model once

See the change before it goes out

See the change before it goes out

Built around what the client already owns

Built around what the client already owns

One model, three clients

One model, three clients

Who it's for

The firm with models in a spreadsheet

The firm with an investment committee

The firm with hundreds of one-off portfolios

Frequently asked questions

How do our models get onto the platform?

Do we keep discretion over our own models?

Can we analyze a model before we approve it?

Who can change a model, and what happens next?

Can we hold accounts back while a new model is being approved?

Can advisors build their own models?

How do we customize a model for one client?

Can we blend two models in one account?

Does a trade in one sleeve affect the others?

Can we move existing accounts onto our models?

Can we benchmark against our own blend?

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

The portfolio builtfor your biggest client.For every client.

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

Your model in every account,
each client's taxes individually managed

Your model
in every account,
each client's taxes
individually managed

Your investment team defines the model.
Vise stores it, versions it, and trades it in every linked account.

Your investment team defines the model. Vise stores it,
versions it, and trades it in every linked account.

Run the models you define,
in your own taxonomy

Personalize the account,
not the model

Personalize the account, not
the model

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

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

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