Vise
Vise is an SEC-registered Investment Advisor providing investment advisory services through sub-advisory relationships with third-party RIAs and broker-dealers. Vise's platform enables financial advisors to build, manage, and explain personalized portfolios, offering features like automated tax-loss harvesting, rebalancing, and AI-powered insights.
Services
Vise offers investment advisory services exclusively through sub-advisory relationships with third-party RIAs and broker-dealers. Their platform enables wealth management firms to scale without sacrificing personalization, incorporating features like automated tax-loss harvesting performed daily, rebalancing, and cash management. Vise also provides AI-powered insights to help advisors analyze portfolios faster, and a tool called X-Ray to compare a prospective client's current holdings to potential outcomes with Vise.
Investment Strategies
Vise supports various investment strategies including systematic investing, direct indexing, alpha-seeking strategies, outcome-based strategies, and values-based customizations. Their platform integrates automatic features such as cash sweeps, daily tax loss harvesting, and tax-aware transitions. Asset classes include US Large Cap Equities, US Small Cap Equities, Developed ex-US Equities, Emerging Equities, US REITs, and various US and International Fixed Income options.
Technology Integration
Vise's platform integrates with well-known custodians such as Altruist, Charles Schwab, Fidelity, and Raymond James. This seamless integration allows advisors to manage client portfolios effectively while maintaining personalization. The platform automates rebalancing and cash management, enabling advisors to maintain portfolio targets automatically. ESG criteria and custom sector restrictions can be set to meet client preferences.
Client Base and Performance
As of 2023, Vise has facilitated over 60 million trades, managing more than 3,800 client accounts and working with over 50 advisory firms. Vise's platform offers a low minimum investment starting at $500 for a single account, making it accessible to a broad range of investors. The firm aims to help advisors deliver better investment outcomes while scaling to their maximum potential.
Company Vision and Mission
Vise's mission is to enable financial advisors to deliver better investment outcomes while scaling to their maximum potential. Their vision is to create the asset manager of the future, enabling personalized portfolios across all asset classes entirely driven by technology. The company has raised over $125 million in capital, supporting their goal to innovate and transform the wealth management industry.