Technology powered personalized investing at scale

Vise for RIA Aggregators

Deliver a consistent investment experience at scale

Vise enables end-to-end portfolio management with model customization, tax-efficient transitions, and automated rebalancing—all on one platform.

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.

Onboard Advisor Firm

Transition into Models

Onboard Advisor Firm

Transition into Models

With Vise

3 Months*

Onboard Advisor Firm

Transition into Models

Without Vise

12-24 Months