Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting

Vise

AI-driven investment management platform that personalizes portfolios and automates tax-loss harvesting for advisors.

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Overview

Vise is a technology-driven investment management platform that helps financial advisors build, manage and monitor personalized client portfolios. Advisors can construct portfolios using ETFs, direct indexing and factor models, while Vise continuously rebalances and harvests tax losses in line with each client's goals.

The platform spans the full advisor-client investment lifecycle, pairing portfolio customization with ongoing intelligence so advisors can deliver tailored outcomes at scale.

Key Features

+ Daily automated tax-loss harvesting
+ Personalized portfolio construction
+ Direct indexing and factor models
+ Continuous monitoring and rebalancing
+ Holding locks and account restrictions
+ Goal-aligned portfolio management

Integrations

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