Vise enables wealth management firms to scale without sacrificing personalization
Tons of different tools, managers, and investment products are slowing down your ability to scale.
Vise is the single integrated platform that helps you scale your firm & enable better investment outcomes.
Partner with us
Construct fully custom portfolios for your clients in just a few clicks.
Anchor your client’s portfolios in your existing investment strategies
We believe advisors know best, so we keep you in the driver’s seat. Make the choices that matter for each portfolio you create. And if you want some guidance along the way, we’re here to help with that, too.
Spend less time on tax transitions
Whether you’re migrating a book, buying a firm, or hiring new advisors, Vise helps make tax transitions incredibly smooth. No need to do anything manually.
Build portfolios that align with your clients’ values and goals
Deeply personalize every single client’s portfolio: from ESG and personal values to annual distributions and long-term goals.
Enable better investment outcomes with automated tax & rebalancing.
Automated tax-loss harvesting
Tax loss harvesting shouldn’t be a chore you have to do a few times a year. Vise does tax-loss harvesting for your clients—every single day. Which makes your life easier and improves your clients’ tax outcomes.
See all client accounts in one place
It takes just a couple clicks to see all of your clients’ accounts. See key metrics at a glance, or make changes whenever you want.
Maintain portfolio targets automatically
Our platform automates rebalancing and cash management—one more task off your plate. We offer flexible controls that you can adjust to your client’s needs.
Tell every client a compelling story and show your impact with Vise intelligence.
Create powerful pitches for potential clients
We built a tool that lets you compare a prospective client’s current holdings to the outcomes and savings they’d see working with you on Vise. A great way to win new clients.
Get AI-powered insights in an instant
Chat with an AI assistant to analyze portfolios faster, get market & portfolio insights for meetings, and much more.Learn More about Vise Intelligence™
Visualize the impact of every trade
Ease your decision-making with clear insights into every trade’s impact. Clearly communicate portfolio decisions to clients.
Vise gives you complete control to create portfolios that reflect your investment philosophy. Minimums starting at $500 for a single account.
Strategies
Asset Classes
Single-Stock Strategies
Alternatives
We help you grow your business by enabling better investment outcomes at scale.
Get started“The technology and platform…is a huge time saver.”
“It’s so fast to build a proposal. Once I adopted and began trusting in the methodology…it was a relief to not overcomplicate or feel the need to double-check every position in the proposal. The technology and platform…is a huge time saver.”
– Tiffany Soricelli
Principal & CEO,
Virtuoso Asset Management
“Vise attracted a wave of new clients & deepened our client relationships.”
“We're having Vise do the heavy lifting. The technology is important for us to be able to do that so our people can do what they do best, which is interact with the clientele.”
– Brent T Henry
Managing Partner,
Hexagon Capital Partners, LLC
“We now use Vise for 98% of our clients.”
“Over time, we’ve gained trust in how Vise operates; we now use Vise for 98% of our clients, making running the investment component of our practice so much more streamlined and efficient..."
– Franklin
Founder & CEO,
RIA based in Indiana
Current tech is holding you back from scaling. Vise lets you run your wealth management firm the way you want to.
We integrate with your custodian and can leverage your existing investment strategies.
Get up and running in as little as seven days.
Merge investment management and technology into one seamless experience
The platform that automates building, managing, and explaining personalized portfolios at scale
Frequently asked questions
Vise is an SEC-registered Investment Advisor (RIA) that offers investment advisory services to individual investors (“Clients”) exclusively through a sub-advisory relationship with third-party RIAs and broker-dealers (referred to as “Intermediaries”).
Simply put, the customers of Vise are Intermediaries who wish to have their Clients’ assets invested on the Vise platform. Clients do not have direct access to the Vise platform, and their assets are managed on Vise exclusively through the Intermediary.
Vise is an asset manager, setting itself apart from the conventional SMA & TAMP models. Leveraging Vise’s technology allows financial advisors to have a more flexible experience that is efficient for individual client profiles at scale.
Automation exists in almost every part of the construction and ongoing management of portfolios. However, you can see AI come to life in how we enable advisors to explain portfolios.
Learn more here.
