Deliver Personalized Portfolios at Scale
We work with some of the largest and in the US
Fragmented technology is slowing down your firm's 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.
Create custom portfolios based on your firm’s strategy and client’s goals
Build around locked and concentrated positions, ESG values, and more
Create robust X-Ray transition analysis reports for clients
Enable better investment outcomes with automated tax & rebalancing.
Automated daily tax-loss harvesting
See all client accounts in one place
Maintain portfolios automatically
Tell every client a compelling story and understand the “why” to any investment question.
Win prospects by proving your edge over the competition
Get AI-powered insights in an instant
Visualize the impact of every trade
We let you focus on growing your business by enabling better investment outcomes at scale.
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Portfolio Management Solutions
Investment Strategies
Investment Vehicles
Asset Classes
Solutions
Portfolio Management Solutions
Investment Strategies
Investment Vehicles
Asset Classes
Vise helps Patrick scale his business without sacrificing quality.
“Vise is a solution that helps advisors win clients, run your business much more efficiently, and really deliver a much better client experience.”
– Patrick Dwyer
Managing Director,
NewEdge Wealth
Vise helps Tiffany save time so that she can focus on scaling her business.
“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 helps Brent attract a wave of new clients & deepen his existing 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
Existing technology 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.
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.
