Vise - An all-in-one AI-powered platform for building, managing, and explaining personalized investment portfolios at scale

Vise An all-in-one AI-powered platform for building, managing, and explaining personalized investment portfolios at scale

What is Vise?

Vise is a comprehensive investment management platform that combines artificial intelligence with advanced portfolio management capabilities to help financial advisors scale their practices efficiently. The platform seamlessly integrates proposal generation, reporting, tax loss harvesting, and rebalancing functionalities across every asset class and strategy.

As an SEC-registered Investment Advisor, Vise operates through sub-advisory relationships with third-party RIAs and broker-dealers, offering sophisticated portfolio construction tools, automated daily tax-loss harvesting, and AI-powered investment insights. The platform enables advisors to create custom portfolios based on firm strategies and client goals while maintaining efficient portfolio management through automated processes.

Features

Automated Tax Optimization: Daily tax-loss harvesting with potential for over 100bps in tax alpha
Custom Portfolio Construction: Build personalized portfolios based on firm strategy and client goals
AI-Powered Insights: Instant analysis and visualization of investment decisions
Automated Rebalancing: Maintain portfolios automatically with systematic investing
Tax-Aware Transitions: Create robust X-Ray transition analysis reports
Multi-Asset Management: Support for stocks, bonds, ETFs, and mutual funds in a single account

Use Cases

Portfolio construction and customization for individual clients
Tax-loss harvesting for wealth optimization
Investment strategy implementation and management
Client portfolio transition management
ESG and values-based investing implementation
Investment proposal generation and presentation

FAQs

What is Vise?

Vise is an SEC-registered Investment Advisor (RIA) that offers investment advisory services to individual investors through sub-advisory relationships with third-party RIAs and broker-dealers.
Is Vise an asset manager, an SMA, or a TAMP?

Vise is an asset manager that differs from traditional SMA & TAMP models by providing a more flexible technology-driven experience for financial advisors to manage individual client profiles at scale.
How does Vise help financial advisors save time and cut costs?

Vise saves advisors time and money by automating the construction process, ongoing management of investment portfolios, and time-consuming tasks—enabling advisors to scale their practice without sacrificing client experience.
How does Vise use artificial intelligence?

Automation exists in almost every part of the construction and ongoing management of portfolios, with AI particularly evident in how advisors can explain portfolios to clients.