Manage Your Client Accounts and Portfolio Templates, at Scale

Manage

Manage hundreds of portfolios—and maintain complete control.

Main

Manage

One place to manage your entire book of business

See key metrics at a glance, and make changes whenever you want.

Make universal changes to core models

Edit and manage your core models, then watch those changes cascade to each relevant account—always optimized for tax efficiency.

Set firm-level strategies

Manage your firm’s book of business across different advisor strategies and goals.

Implement changes in an instant

We make it dead-simple to make changes at the turn of a dime.

Save 100s of hours a year with automated rebalancing

Vise makes rebalancing portfolios simple and saves you lots of time. We navigate market shifts, adjusting portfolios to preserve alignment with asset allocation targets and client objectives.

Save time with automatic rebalancing

Transition smoothly from evaluations to fully automated rebalancing, helping optimize client portfolios.

Hassle-free cash management

Invest new cash contributions automatically or set up a schedule of distributions, and Vise will take care of the rest.

Make adjustments on the fly

Continuously refine portfolios with precision adjustments and tax management.

Deliver better outcomes with automated tax-loss harvesting

Managing after-tax returns is crucial—but it’s also extremely tedious. We make it easier.

Increase tax efficiency

We do tax-loss harvesting on a daily basis—not monthly, quarterly, or yearly. So you can help increase tax savings without having to lift a finger.

Ongoing tax insights

We constantly monitor portfolios for tax-saving opportunities year-round.

Automate your clients’ tax transitions

Transition taxable portfolios efficiently and with client-specific capital gains budgets, all without manual oversight.

Request a demo.

Get a crystal-clear look at the portfolio creation process on Vise—and see how we make it simple to create portfolios in minutes.