Vise is an all-in-one investment management platform that enables financial advisors to build, manage, and explain deeply personalized client portfolios at scale. The platform spans the entire lifecycle of the advisor-client relationship, from initial portfolio construction through ongoing automated management and client-facing portfolio communication. Powered by AI, Vise allows advisors to create individualized portfolios across nearly every asset class and strategy — including equities, fixed income, options overlays, ETF strategies, and alternatives — all within a single account.

The platform's portfolio construction engine translates each client's unique goals, risk tolerance, tax situation, and preferences into a customized investment strategy in just a few clicks. Vise automates trading, rebalancing, tax-loss harvesting, and model management, allowing advisors to oversee more clients without sacrificing personalization or service quality. Daily tax-loss harvesting is designed to potentially generate 100 to 300 basis points in annual tax alpha over a long-term investment horizon.

Vise Intelligence, the platform's AI-powered interface, helps advisors surface portfolio insights, understand trade rationale, and communicate complex investment decisions to clients in clear, accessible language. Advisors can generate portfolio summaries, analyze client exposure to market events, and modify strategies across their entire book of business in minutes. The platform replaces multiple existing point solutions — covering client reporting, risk analysis, trading, rebalancing, and model management — with a single integrated experience. Vise integrates with major custodians and can be operational in as little as seven days.