After leading a $300 billion independent advisory firm, I've witnessed the challenges advisors and aggregators face in delivering personalization while scaling their businesses. The future of our industry depends on mastering this balance.
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Larry Raffone Chairman & Former CEO of Edelman Financial Engines
We have a long term view of our industry and want to be the ones who change it. Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. It has the best technology to scale and deliver the best product to clients for less.
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Patrick Dwyer Managing Director, NewEdge Wealth
A customizable investment process at scale.
Drive model adoption across advisors
Customize and deliver your home office models across advisors.
Accelerate organic and inorganic growth
Onboard new advisors onto a unified investment platform seamlessly
Efficiently scale investment operations
Consolidate your technology stack into one platform and realize cost savings across your business.
A streamlined process for efficient portfolio transitions
Vise manages every step of the way making transitions easy
Step 1
Model Ingestion \
Import your existing models into the Vise platform.
Vise integrates your firm’s investment models into our platform.
Step 2
Model selection \
Select the best fit model and customize it to your client.
Vise recommends the best fit model for each client based on their risk profile and existing holdings. Advisors can further customize these models based on preferences.
Step 3
Transition Analysis \
Seamlessly transition accounts into your models.
Vise generates a transition analysis for each client, accounting for concentrated positions, large embedded gains, and values-based restrictions.
Step 4
Initiate Transition \
Validate and execute portfolio transitions with confidence.
Vise generates a client-ready proposal that summarizes the transition into the target model. Begin trading with a click of a button.
Step 5
Ongoing Portfolio Management \
Save time with ongoing portfolio management.
Vise continuously monitors, automatically rebalances, and daily tax loss harvests in line with your client’s goals & objectives.
Vise makes it easy to integrate newly acquired firms
Optimize your firm’s speed to transition with the Vise platform.