Introducing Options Overlay strategies
Introducing Options Overlay strategies
Designed to deliver better outcomes. Deeper personalization. Zero complexity.
jul 31, 2025 | 4MIN
Today, we’re excited to announce the latest evolution of the Vise platform: fully customizable options overlay strategies.
These overlays build on our existing direct indexing capabilities, extending control from the individual security level to the entire portfolio. Investors can now specify parameters around protection levels, income targets, and risk tolerance—delivering outcome-based investing with genuine transparency and deep personalization.
Traditional options overlay solutions are often rigid, generic, and difficult to implement without disrupting an investor’s existing strategy. They may require coordination across multiple providers, separate accounts, or manual trading workflows—making them complex, time-consuming, and difficult to implement.
Vise eliminates that friction.
Our overlays are fully integrated into the client’s existing portfolio and tailored to the client’s unique needs—all within one account. It’s the simplicity of automation with the power of personalization.
Today, we’re excited to announce the latest evolution of the Vise platform: fully customizable options overlay strategies.
These overlays build on our existing direct indexing capabilities, extending control from the individual security level to the entire portfolio. Investors can now specify parameters around protection levels, income targets, and risk tolerance—delivering outcome-based investing with genuine transparency and deep personalization.
Traditional options overlay solutions are often rigid, generic, and difficult to implement without disrupting an investor’s existing strategy. They may require coordination across multiple providers, separate accounts, or manual trading workflows—making them complex, time-consuming, and difficult to implement.
Vise eliminates that friction.
Our overlays are fully integrated into the client’s existing portfolio and tailored to the client’s unique needs—all within one account. It’s the simplicity of automation with the power of personalization.
The Vise approach
The Vise approach
Vise’s options overlays give investors a clear view of how their portfolios might perform across market conditions, offering tailored strategies for downside protection, additional income, or both. Unlike off-the-shelf solutions, Vise enables deep customization—advisors can adjust everything from income targets and protection levels to allocation and time horizon based on each client’s goals. Most importantly, these are not separate products to buy, like buffered ETFs. They are true overlays that integrate seamlessly with existing core positions, avoiding the need to liquidate holdings (potentially triggering unwanted tax consequences) and helping clients preserve both their investment strategy and tax efficiency.
Think of your portfolio like a cutting-edge electric car. You start with a sleek, powerful base—already smart, efficient, and built to perform. But then you customize it: add a performance package, choose your suspension, upgrade the software for hands-free self-driving. That’s how we think about options overlays on Vise — tailored upgrades for your portfolio. You can reinforce the frame for protection, add a turbocharger for income, or install precision handling for volatility.
It’s not about making things more complicated. It’s about building the exact driving (or investing) experience you want, with features that align to your unique journey.
Vise’s options overlays give investors a clear view of how their portfolios might perform across market conditions, offering tailored strategies for downside protection, additional income, or both. Unlike off-the-shelf solutions, Vise enables deep customization—advisors can adjust everything from income targets and protection levels to allocation and time horizon based on each client’s goals. Most importantly, these are not separate products to buy, like buffered ETFs. They are true overlays that integrate seamlessly with existing core positions, avoiding the need to liquidate holdings (potentially triggering unwanted tax consequences) and helping clients preserve both their investment strategy and tax efficiency.
Think of your portfolio like a cutting-edge electric car. You start with a sleek, powerful base—already smart, efficient, and built to perform. But then you customize it: add a performance package, choose your suspension, upgrade the software for hands-free self-driving. That’s how we think about options overlays on Vise — tailored upgrades for your portfolio. You can reinforce the frame for protection, add a turbocharger for income, or install precision handling for volatility.
It’s not about making things more complicated. It’s about building the exact driving (or investing) experience you want, with features that align to your unique journey.
Delivering outcome-driven strategies at scale
Delivering outcome-driven strategies at scale
For advisors, this is another powerful lever to fine-tune the client experience—whether you’re protecting a client near retirement, boosting income in a rising rate environment, or managing volatility. And because it’s all managed within the Vise platform, you gain efficiency without sacrificing sophistication.
For clients, it’s peace of mind. They know what to expect—and why—no matter where the market moves.
The launch of options overlays marks the next step in our commitment to fully personalized portfolio construction, clear outcomes, and frictionless integration at scale.
For advisors, this is another powerful lever to fine-tune the client experience—whether you’re protecting a client near retirement, boosting income in a rising rate environment, or managing volatility. And because it’s all managed within the Vise platform, you gain efficiency without sacrificing sophistication.
For clients, it’s peace of mind. They know what to expect—and why—no matter where the market moves.
The launch of options overlays marks the next step in our commitment to fully personalized portfolio construction, clear outcomes, and frictionless integration at scale.
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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.