Vise is excited to announce its partnership with NewEdge Wealth, a Stamford, CT-based firm. NewEdge Wealth is part of NewEdge Capital Group, which ranked #5 on the Barron's Top 100 RIA's in the US for 2024. As of June 30, 2024, NewEdge Capital Group services over $55 billion in client assets.
This collaboration marks a significant moment — not just for Vise and NewEdge but for the entire wealth management industry. Together, we're combining NewEdge's commitment to institutional caliber wealth management with Vise's ability to deliver personalized portfolios at scale. Using Vise, NewEdge can deliver highly customized, tax-efficient portfolios that we believe set a new standard for the future of investing.
Vise isn't just another tool in NewEdge's stack. It's a component that allows them to scale their ability to provide tailored investment solutions.
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shared her enthusiasm: "Vise enables us to seamlessly integrate passive strategies with active, quant-driven tilts. The advanced tax-loss harvesting and daily portfolio reviews allow us to be more responsive, giving clients dynamic solutions they weren't getting from traditional systems."
Vise allows the NewEdge investment team to customize their exposure to asset classes, industries, and sectors across their entire portfolio, including equities, fixed income, and other asset classes. Vise automatically rebalances and trades that portfolio while daily evaluating tax loss harvesting opportunities. The platform then generates customized insights and reporting specific to each client, their trading activity, and NewEdge's firm views.
Vise's platform allows NewEdge to unlock new growth. Advisors can onboard clients faster, cut down on administrative time and friction, and execute strategies with precision.
With Vise, NewEdge advisors can generate customized, tax-efficient proposals for prospective clients in minutes. Vise's AI helps scan documents and extract key data to create personalized portfolios, from complex direct indexes to niche sector exposure, all within a single account.
Pat Dwyer, Managing Director at NewEdge Wealth, said, "Vise is fundamentally changing how we scale the business. It's not just faster — it's more efficient in every aspect, from prospecting to managing client assets. And as the platform evolves, I believe it will only get better."
At Vise, we're not just helping NewEdge deliver better portfolios today; we're committed to ensuring they stay at the cutting edge. Our transformative solution empowers advisors by streamlining their operations and enhancing the client experience. Together, we're reshaping the future of wealth management — entering a new era defined by unparalleled personalization, scalability, and efficiency.
Vise AI Advisors, LLC ("Vise") is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission. No compensation was given in exchange for this testimonial.
This information is for informational purposes only and should not be construed as investment advice. Information and features shown are current as of October 2024 and subject to change.
NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC.
Barron's rankings awarded in September 2024 based on prior 12 month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23–3/31/24. Neither NewEdge Wealth nor its employees pay a fee in exchange for these rankings.
Assets "serviced by" the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, Inc. and (iii) client assets held at unaffiliated broker-dealers for which we provide supervisory oversight and support services.
*Times indicate typical average period for aggregators to transition newly acquired firms as per Ansarada
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