Vise

Vise, developed by Vise AI Advisors, LLC, is an asset manager that aims to assist financial advisors, registered investment advisors (RIA), RIA aggregators, broker-dealers, and wealth management firms in building, managing, and explaining personalized portfolios. The platform offers a streamlined portfolio creation process, allowing advisors to construct customized portfolios at scale within minutes. According to the vendor, Vise enables efficient management of client accounts and portfolio templates, simplifying workflows and saving time. Additionally, Vise Autopilot ensures regular distributions are managed efficiently, adapting to various needs and fluctuations while maintaining optimal cash flow.

Vise's AI-powered Vise Intelligence™ feature accelerates portfolio analysis and provides tailored market insights, allowing advisors to enhance client meetings and dedicate more time to relationship building. The platform offers on-demand portfolio details and curated talking points, aiming to save time and strengthen client interactions. According to the vendor, Vise provides clear insights into each trade's impact, facilitating the decision-making process and enabling advisors to communicate complex portfolio activities effectively.

Vise aims to empower advisors by delivering a holistic portfolio customized to nearly any asset class or strategy, with minimums as low as $10,000, all within a single account. The platform offers a wide range of strategies, including systematic investing, direct indexing, alpha-seeking strategies, outcome-based strategies, values-based customizations, and more. Vise supports a comprehensive array of asset classes, such as US large cap equities, US small cap equities, developed ex-US equities, emerging equities, US REITs, US short-term treasuries, US intermediate-term treasuries, US short-term corporates, US intermediate-term corporates, US high yield, US TIPS, US municipals, international fixed income, custom models, single-stock strategies, alternatives, liquid alts, and more.

According to the vendor, Vise offers flexibility in terms of minimum investments, allowing advisors to cater to a wide range of clients with varying financial capacities. The platform also provides automated rebalancing and daily tax loss harvesting capabilities, aiming to ensure portfolios remain aligned with target allocations and maximize tax efficiency. Additionally, Vise's portfolio X-ray feature provides in-depth insights into portfolio composition, enabling advisors to better understand the underlying holdings and associated risks.