Vise

Vise is an all-in-one platform that builds, manages, and explains personalized portfolios across nearly every asset class and strategy – powered by cutting-edge AI.

Our Partners

Trusted with over $80B in platform assets, we work with some of the largest Enterprise RIAs, RIAs, Asset Managers, and Custodians in the world.

  • Enterprise: We help Enterprise clients deliver a consistent investment experience at scale.
  • RIA: We help RIAs reduce operating costs and service more clients with automated portfolio management.
  • Custodian: We integrate with your custodian to streamline your workflow.

Save time and unlock scale with one integrated investment experience

  • Reduce costs by replacing existing point solutions with one integrated platform.

All in one

  • Client Reporting
  • Tax-Loss Harvesting
  • Risk Tolerance and Analysis
  • Trading and Rebalancing
  • Model Management
  • SMA

Client Reporting

Tax-Loss Harvesting

Risk Tolerance and Analysis

Trading and Rebalancing

Model Management

SMA

Manage more clients by automating trading and rebalancing

Designed to create better investment outcomes through personalization across asset classes and strategies. Build portfolios around your investment approach, tailored to clients’ unique needs – all in one account.

Improve client tax outcomes through daily tax-loss harvesting.

  • Over a 20 year period, a $100,000 portfolio could be worth $589,842, which is $199,961 more than if invested in a traditional index fund.
  • Daily tax-loss harvesting can potentially capture up to 1.5% additional tax alpha annually.

Build, Manage, and Explain personalized portfolios at scale

Build deeply personalized portfolios for your clients in just a few clicks.

We’ve helped 100+ advisor firms scale their business

  • $80B+ Platform Assets on Vise
  • $76M+ Total Tax Alpha Generated
  • 250K+ Hours Saved for Advisors
  • 135,000+ Total Accounts

See How Vise Helps Brent Build Stronger Client Relationships

“Vise consistently demonstrates their client-first philosophy through their responsive communication and tailored investment solutions that align with our firm's specific needs. …”
Brent Henry, Managing Partner

See how NewEdge uses Vise to generate $13M+ in client tax savings

“... Vise is the platform that allows us to build a much larger business than ever dreamed, without sacrificing quality. ...”
Patrick Dwyer, Managing Director.

Vise helps Tiffany save time so that she can focus on scaling her business

“We're having Vise do the heavy lifting....”
Tiffany Soricelli, Principal & CEO

Get up and running in as little as 7 days

See how Vise can quickly integrate with your custodian and can leverage your existing investment strategies.
Schedule a demo!

Important Disclaimers

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. Investing in securities involves risks, including the potential loss of money. Historical returns and probability projections are provided for informational and illustrative purposes.