Personalized portfolio construction

• Individual risk profiles
  Create unique risk profiles for every portfolio. Vise takes in portfolio variables such as investment timeframe, target portfolio value, portfolio focus and more. Utilizing these the portfolio is customized for every client, every time.
• Customized portfolio restrictions
  Build out a dedicated strategy by adding or removing specific asset classes, sectors, and even restrict individual securities. Keep your clients from running into compliance issues with their employers by restricting their company stock.
• Core portfolio strategies
  Add in a pre-screened filter to tilt the portfolio towards a growth or value driven approach, or apply an ESG strategy to align your client’s portfolio to their values.

Real-time portfolio intelligence

• Proactive advisor alerts
  Advanced machine learning algorithms track security correlations and sentiment across the market, alerting you to changes in conditions. Proactive messaging provides the opportunity to reach out to clients with important updates.
• Trade justifications
  Never get caught having to say, "I’ll have to get back to you on that" again. Vise uses cutting-edge natural language processing to create personalized portfolio intelligence for every portfolio action and generates detailed commentary for the advisor.

Automated investment management

• Tax-efficient rebalancing
  A fully automated portfolio management engine automatically rebalances every portfolio individually all while considering a variety of factors, including tax efficiency, mean & variance optimization, and even taking into account the effect of fees and trade commissions.
• Vise never goes on vacation
  With Vise, you never have to worry about who is watching over your client accounts. 24/7 and 365 days a year, you have the piece of mind knowing your portfolio manager is always on the job.
• Eliminate bias from client portfolios
  Vise works the data better than any human analyst is capable of. With deep correlations between every stock in our universe and every movement in the market, you don’t have to worry about over-exposure due to the latest fad or headline.

Tax aware portfolio decisions

• Tax efficient rebalancing
  Vise makes tax efficient decisions for every portfolio decision, from portfolio rebalancing to client distributions. Our AI optimizes for after tax outcomes and will give you complete control over your client’s tax bill.
• Tax aware portfolio onboarding
  Easily transition an existing portfolio into Vise without fear of massive gains exposure, with our proprietary tax-aware process. Vise allows you to cap realized gains in a transitioning portfolio, while allowing the tax loss harvesting to keep chipping away at any gains over time.

Stress-test, back-test, and simulate

• Full modeling capabilities
  Review Monte Carlo simulations on every proposed and live portfolio.
• Backtest a portfolio risk profile
  Our backtesting tool simulates how a client’s risk profile would have performed historically, inclusive of any fees.