About Vise
Vise is an automated portfolio management platform for modern wealth management. It simplifies the complex process of individualized portfolio construction, enabling advisors to generate customized portfolios within minutes.
Vise is an automated portfolio management platform for modern wealth management. It simplifies the complex process of individualized portfolio construction, enabling advisors to generate customized portfolios within minutes. For financial advisors, its value lies in delivering scalable personalization—allowing each client to receive a tailored investment strategy without requiring manual stock selection. It is a premium, AI-driven platform that combines personalized financial advice with efficient, technology-enabled execution.
Pros & Cons
- It saves an average of 15 hours per month by automating trading and research.
- Replaces multiple separate tools for trading, rebalancing, and research with one platform.
- Allows advisors to act like a large-scale institutional manager for smaller client accounts.
- Currently optimized only for the US regulatory and tax environment.
- Full automation is limited to the specific custodians Vise has deep technical links with.
- Clients cannot access the platform directly; it requires a licensed financial professional.
Features
Key features
Customizable income and downside protection strategies layered over existing core holdings without triggering liquidations.
AI-driven insights that generate clear, simple narratives for advisors to explain portfolio changes to their clients.
Continuous technology monitoring that keeps portfolios aligned with target allocations without manual intervention.
Includes daily tax-loss harvesting and automated capital gains budgeting to maximize "tax alpha."
Uses AI to build custom portfolios of single securities (stocks/ETFs) based on individual client risk, values, and tax status.
Additional features
Automated limit-checking and validation for managed accounts.
Direct connectivity with custodians to streamline account opening and trading.
Ability to customize exposure to factors like Value, Dividend, Size, and Profitability.
Professional-grade visuals and data exports for quarterly reviews.
Tools to manage required distributions or specific cash needs without disrupting strategy.
Automated budgeting for capital gains when moving a client from a legacy portfolio to Vise.
Ability to exclude or overweight specific sectors or companies (e.g., "Green energy only").
Integrated tools to map client risk profiles to asset allocations.
Direct ownership of stocks rather than just ETFs for better tax control.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Vise
Vise is an automated portfolio management platform for modern wealth management. It simplifies the complex process of individualized portfolio construction, enabling advisors to generate customized portfolios within minutes.
Vise Details
Vise's In-App Market Place
Does Vise have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- It saves an average of 15 hours per month by automating trading and research.
- Replaces multiple separate tools for trading, rebalancing, and research with one platform.
- Allows advisors to act like a large-scale institutional manager for smaller client accounts.
- Currently optimized only for the US regulatory and tax environment.
- Full automation is limited to the specific custodians Vise has deep technical links with.
- Clients cannot access the platform directly; it requires a licensed financial professional.
Vise's Support Options
Email Address
clientservice@vise.comVise's Alternatives
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