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Products

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Book a Demo

Third Party Models

Access tax-managed leading models

Access tax-managed
leading models

Models from BlackRock, Dimensional Fund Advisors, and Alpha Architect, traded through the Vise optimizer with a tax overlay on top.

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Target Allocation and ESG models, in allocations from all equity to all fixed income.

Grow your book, automate operations, and personalize every portfolio you manage

Core ETF and Core Plus ETF models, built on Dimensional's factor research.

Deliver a consistent investment experience
at scale

Core ETF and Core Plus ETF models, built on Dimensional's factor research.

Asset allocation models built on Alpha Architect's value and momentum funds. Taxable and qualified versions.

Asset allocation models built on Alpha Architect's value and momentum funds. Taxable and qualified versions.

Most platforms copy the model.
Vise manages it.

Most platforms copy the model. Vise trades it.

$20,500

Est. tax on the year's trading

Tracking error to model

0.0%

Net losses harvested

A $2M account, one year, one model. Four rebalances on the model's own schedule, selling what the model sells. Nothing is chosen for tax.

$86,000

Gains realized

Losses harvested

For illustrative purposes only - actual result will vary.

Tax-managed, not just delivered

Tax-managed,
not just delivered

Vise's optimizer looks through each fund to the stocks inside it, harvesting losses across the whole account without drifting from the manager's intent.

Grow your book, automate operations, and personalize every portfolio you manage

Tax-managed, not just delivered

Grow your book, automate operations, and personalize every portfolio you manage

One account, one tax budget

One account,
one tax budget

A manager's model sits in the same UMA as Vise strategies, fixed income, and your firm's models, under one set of restrictions.

Deliver a consistent investment experience
at scale

One account, one tax budget

A manager's model sits in the same UMA as Vise strategies, fixed income, and your firm's models, under one set of restrictions.

No platform fee for the model

No platform fee for
the model

Vise charges no access fee to deliver a third-party model; the manager's own fund expenses still apply.

No platform fee for the model

Vise charges no access fee to deliver a third-party model; the manager's own fund expenses still apply.

Most clients don't
start from cash

See the portfolio before you
propose it

Low-basis holdings make every sale taxable. Vise transitions the account into the manager's model within the client's annual tax budget, harvesting losses to offset realized gains.

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Account Value

Embedded gain

Annual gains budget

Share of the account tracking the model

25%

33%

40%

47%

52%

Year 1

Year 2

Year 3

Year 4

Year 5

Gains realized in year one

$60K

Losses harvested in year one

$40K

Net against your budget

$20K of $20K

In the model after year one

25%

Years to reach the model

18 years

For illustrative purposes only - actual result will vary.

Who it's for

The firm already committed to a manager

Your investment committee picked BlackRock, Dimensional, or Alpha Architect years ago. The models aren't the question. How they're traded is.

Grow your book, automate operations, and personalize every portfolio you manage

The firm standardizing its own book

Hundreds of one-off portfolios, one model lineup. Vise moves each account onto its target inside the gains budget you set, at whatever pace each client's tax situation allows.

Grow your book, automate operations, and personalize every portfolio you manage

The firm integrating an acquisition

You've bought a book someone else built. Vise reads what's actually in it, maps each account to your models, and prices the tax cost of moving before you commit.

Grow your book, automate operations, and personalize every portfolio you manage

Frequently asked questions

Whose models can I access?

BlackRock, Dimensional Fund Advisors, Alpha Architect, and more on the way. Blackrock and Dimensional Fund Advisors approve access themselves; Vise will arrange an introduction.

Is the manager advising my client?

No. The manager provides the model. Vise trades it as sub-adviser, and your firm remains the client's adviser.

Does Vise tax-manage a third-party model?

Yes. Vise runs tax aware optimizations to track the model and harvests losses across the account.

Can a model sit with other strategies in one account?

Yes, in a single UMA with shared restrictions and one tax budget.

Can I move an existing portfolio into a model?

Yes. Vise transitions the account following the tax budget you set for each client.

Can I customize a manager's model?

Down to the security level, unless the manager restricts it. Restrictions, screens, and targets carry over from the client's IPS.

Can I add a manager Vise doesn't offer?

Yes, and it takes about 4 to 8 weeks depending on the manager and custodian.

Does Vise get paid to feature managers?

No. Vise takes no shelf-access payments.

Which custodians support it?

Vise integrates with Fidelity, Schwab, BNY Mellon, BNY Pershing, Goldman Sachs, Raymond James, and Altruist, with more on the way. All integrations support real-time data feeds for cash and positions, straight-through trade processing, and automated daily reconciliation.

What does it cost?

Vise charges no access fee for a third-party model. The manager's own fund expenses still apply.

All investments carry the risk of loss, and fixed income investments are no exception. Fixed-income securities are subject to market, interest rate, credit, and liquidity risks. When interest rates rise, bond prices generally fall, which can result in a decline in the value of the portfolio. Additionally, issuers may experience financial distress or default on payments of principal or interest (credit risk). Not all fixed income securities are liquid, and the adviser may be unable to sell certain holdings at a favorable time or price (liquidity risk). There can be no guarantee that the investment objectives of the portfolio will be achieved.

The portfolio built for your biggest client.
For every client.

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Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

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

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

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.

The portfolio built
for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

The portfolio built for your biggest client.
For every client.

Book a Demo

Product

Resources

Company

521 Broadway
New York, NY 10012

+1 201 375 3969

Form ADV

Form CRS

Images and graphs on this page are for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.

Tax-Loss Harvesting Disclosures

Access tax-managed leading models

Access tax-managed leading models

Access tax-managedleading models

Models from BlackRock, Dimensional Fund Advisors, and Alpha Architect, traded through the Vise optimizer with a tax overlay on top.

Models from BlackRock, Dimensional Fund Advisors, and Alpha Architect, traded through the Vise optimizer with a tax overlay on top.

Most platforms copy the model.Vise manages it.

Most platforms copy the model. Vise trades it.

Tax-managed, not just delivered

Tax-managed,not just delivered

Tax-managed, not just delivered

One account, one tax budget

One account,one tax budget

One account, one tax budget

No platform fee for the model

No platform fee forthe model

No platform fee for the model

Most clients don'tstart from cash

See the portfolio before youpropose it

Who it's for

The firm already committed to a manager

The firm standardizing its own book

The firm integrating an acquisition

Frequently asked questions

Frequently asked questions

Whose models can I access?

Is the manager advising my client?

Does Vise tax-manage a third-party model?

Can a model sit with other strategies in one account?

Can I move an existing portfolio into a model?

Can I customize a manager's model?

Can I add a manager Vise doesn't offer?

Does Vise get paid to feature managers?

Which custodians support it?

What does it cost?

The portfolio built for your biggest client.For every client.

The portfolio builtfor your biggest client.For every client.

The portfolio built for your biggest client.For every client.

Access tax-managed
leading models

Most platforms copy the model.
Vise manages it.

Tax-managed,
not just delivered

One account,
one tax budget

No platform fee for
the model

Most clients don't
start from cash

See the portfolio before you
propose it

The portfolio built for your biggest client.
For every client.

The portfolio built
for your biggest client.
For every client.

The portfolio built for your biggest client.
For every client.