Vise

Vise is for financial advisors and wealth management firms that want to manage customized client portfolios without handling every investment task manually. Advisors can build portfolios around a client’s goals, risk profile, existing holdings, investment restrictions, and tax considerations, using their own models or available investment strategies. The platform supports portfolio proposals and analysis, trading, rebalancing, and ongoing tax management. It checks accounts for opportunities to harvest investment losses and can help manage direct-indexing, fixed-income, and other strategies. Advisors can also monitor portfolios and create client-ready reports from the same platform. Vise may suit registered investment advisors and larger wealth firms seeking portfolio-management tools for client accounts. It is built for financial professionals; it is not a self-service app for individuals looking to choose and manage investments on their own.

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