Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Vise review for financial advisors
By William Foster · Updated October 26, 2026
Verdict: Vise is best for rIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians. Pricing: Contact vendor. Skip it if you only need portfolio analytics or risk scoring, not a platform that trades your accounts.
How we review: this is an editorial summary of what Vise publishes about its product and pricing, checked on October 26, 2026. We haven't run a hands-on test, we don't give star ratings, and vendors can't pay to change it.
At a glance
| Best for | RIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians |
|---|---|
| Category | Portfolio analytics & proposals |
| Starting price | Contact vendor |
| Free option | None listed |
| Pricing model | By quote |
| Website | vise.com/ |
What Vise does
Vise, an SEC-registered investment adviser, builds personalized portfolios across equities, fixed income, alternatives and third-party models, then rebalances at the household level, harvests tax losses daily and handles cash and distributions. It also offers direct indexing, Treasury and muni fixed income, long-short strategies, box-spread liquidity and plain-language AI client reports. Vise says accounts stay at Schwab, Fidelity, Pershing, Goldman Sachs Custody Solutions, Raymond James or Altruist, and lists $152B+ in platform assets. Minimums: none for direct indexing, $125,000 for fixed income and $250,000 in taxable assets for long-short.
Key capabilities, per Vise
- Personalized portfolios across equities, fixed income, alternatives and third-party models
- Household rebalancing with daily tax-loss harvesting and asset location
- Accounts stay at Schwab, Fidelity, Pershing, Goldman Sachs, Raymond James or Altruist
Good fit if
You want rIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians.
Skip it if
You only need portfolio analytics or risk scoring, not a platform that trades your accounts.
What to check before you buy
- Ask for the full fee schedule, including any third-party model fees.
- Vise acts as a money manager or sub-advisor on your accounts, so review the platform agreement with compliance.
- Long-short is currently Schwab only and custodians set higher minimums for it.
- Have your compliance team review data handling and recordkeeping before any client data goes in.
How Vise compares on price
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Vise | Contact vendor | None listed | Pricing details |
| Orion | Contact vendor | None listed | Pricing details |
| Altruist | See vendor | None listed | Pricing details |
| StratiFi | From $5,995/yr | None listed | Pricing details |
| Nitrogen | From $99/mo per Center (annual) | None listed | Pricing details |
| YCharts | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
Get a Vise demo
Tell us a little about your firm and we'll pass your request to Vise's team. Free, no obligation.
FAQ
Is Vise good for financial advisors?
It's a strong fit for rias that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians. AI investment platform that builds and runs personalized, tax-managed portfolios for advisory firms.
What are Vise's main features?
Personalized portfolios across equities, fixed income, alternatives and third-party models. Household rebalancing with daily tax-loss harvesting and asset location. Accounts stay at Schwab, Fidelity, Pershing, Goldman Sachs, Raymond James or Altruist.
Who should not use Vise?
You only need portfolio analytics or risk scoring, not a platform that trades your accounts.
How much is Vise?
Vise prices by quote; it doesn't publish prices.