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Vise
In one line: AI investment platform that builds and runs personalized, tax-managed portfolios for advisory firms.
| Best for | RIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians |
|---|---|
| Category | Portfolio analytics & proposals |
| Free option | Not confirmed; check vendor site |
| Pricing | Contact vendor · See all plans (as of October 26, 2026) |
| Website | vise.com/ |
| Last checked | October 26, 2026 |
What it 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.
Get a Vise demo
Tell us a little about your firm and we'll pass your request to Vise's team. Free, no obligation.
Alternatives to Vise
Orion
Firms that want one connected platform
Altruist
Independent RIAs looking for custody plus software
StratiFi
Firms that want statement-to-proposal workflows plus automated compliance monitoring
Nitrogen
Risk-tolerance conversations and proposals
Compare with other tools (side by side, up to 4)
FAQ
What is Vise?
AI investment platform that builds and runs personalized, tax-managed portfolios for advisory firms.
Who is Vise best for?
RIAs that want direct indexing, daily tax-loss harvesting and household rebalancing without changing custodians. It is in our portfolio analytics & proposals category.
How much does Vise cost?
Vise doesn't publish prices on its website as of October 26, 2026; contact the vendor for a quote.
What are alternatives to Vise?
Orion, Altruist, StratiFi, Nitrogen.