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New on Vise: September 2026

Bring the rest of the book onto Vise

Oct 5, 2026 | 6MIN

Author

Vise

Return

New on Vise: September 2026

Bring the rest of the book onto Vise

Oct 5, 2026 | 6MIN

Author

Vise

Return

New on Vise: September 2026

Bring the rest of the book onto Vise

Oct 5, 2026 | 6MIN

Author

Vise

In this article

Introduction

Know which accounts to transition first

Build your portfolio the way your firm invests

Give held-away cash a reason to come onto Vise

Offer Long Short to more clients through Interactive Brokers

That's what's new this month

Introduction

For most advisors, only part of the book runs the way they'd want it to. Some accounts are still sitting in legacy models. Some strategies run outside Vise because they reflect the firm's own house view. Some client cash is parked in a bank account the advisor doesn't manage. And some clients who could use Long Short haven't had a way to get it.

September's updates go after all four. Here's what's new on Vise:

Know which accounts to transition first

Moving a book onto a new platform usually means going account by account. The Transition Workstation looks at the whole book at once. Import your accounts and Vise screens each one against six criteria:

Direct indexing opportunity: Broad passive exposure that a personalized direct index could replace
High expense ratio: Funds where lower-cost equivalents would meaningfully reduce fees
Concentrated positions: A large share of value in a single stock
High embedded gains: Accounts that need a multi-year, tax-budgeted plan
Easy to transition: Little or no tax cost to move
Small accounts: Simple to move and easy to automate

The results roll into a single transition plan, so you start with the accounts Vise is designed to add the most value to.

The Transition Workstation is enabled firm by firm. Contact your engagement manager to turn it on.

Build your portfolio the way your firm invests

Every firm has its own view of how a portfolio comes together: which strategies belong in each asset class, which SMAs sit alongside them. Sleeving lets you express that view on Vise, with three new capabilities:

Sleeve Builder: Build your own sleeves from the strategies available to your firm, then save and reuse them across proposals.
Multiple sleeves per asset class: Run your firm's custom model next to a third-party SMA inside a single equity allocation.
Custom asset classes: Organize targets and holdings by the asset classes your model defines, so the portfolio reads the way your investment committee built it.

Give held-away cash a reason to come onto Vise

Most clients keep meaningful cash somewhere their advisor doesn't manage, and it earns little there. The Vise Cash Strategy is a higher-yield alternative to checking or savings, held on the platform where you can see it and manage it.

It holds a short ladder of U.S. Treasury bills maturing over the next six months. As each bill matures, the proceeds roll into a new one. The yield moves with short-term Treasury rates, approximately 4.16% gross of fees (5.25% tax-equivalent yield)¹, and interest is generally exempt from state and local income tax.

Find it in Bond Builder. Available on accounts of $125,000 and above.

Offer Long Short to more clients through Interactive Brokers

Long Short got harder to access this year, as some of the largest custodians raised the minimum for new accounts or stopped opening them. Interactive Brokers is now a supported custodian on Vise, and Vise Long Short is live there at all four leverage levels, from 130/30 to 250/150.

Long Short is an extension of direct indexing: a core of stocks expected to outperform, a short position in stocks expected to lag, and market exposure that stays at 100% net long. Because some positions trade at a loss in any market, daily tax-loss harvesting has something to capture even when markets rise. Advisors reach for it when a client has large embedded gains: a concentrated position, a business sale, a property.

Onboarding with Interactive Brokers is fully digital and takes about two weeks, and it integrates with the reporting and portfolio management platforms you already use. Firms without an Interactive Brokers relationship can request an introduction through their Vise team.

That's what's new this month

Four ways to bring more of your book onto Vise: rank the accounts worth moving first, build the strategies your firm actually runs, give idle cash a place to work, and put Long Short within reach of more clients. Subscribe below to get next month's updates as soon as they're live.

Sources

The yield shown is as of October 2, 2026; not fixed or guaranteed and will change with market conditions. Tax-equivalent yield assumes a 37% federal tax rate and a 13.3% California state tax rate, Vise's default assumption. Yields on short-term U.S. Treasury bills fluctuate with market conditions, and the strategy’s yield will change over time. Any yield shown does not represent the return a client will receive as fees charged by the adviser will necessarily lower the return.

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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

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

New on Vise: September 2026

New on Vise: September 2026

New on Vise: September 2026

Introduction

Know which accounts to transition first

Build your portfolio the way your firm invests

Give held-away cash a reason to come onto Vise

Offer Long Short to more clients through Interactive Brokers

That's what's new this month

Subscribe to stay updated

Sources

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

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.

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

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