Vise vs 55ip:


Stop leaving money on the table

Yes. Vise handles the heavy lifting so you can get up and running fast. Our AI-powered onboarding agents prefill documents using your custodian and CRM data, and our team manages the technical setup end to end. Enterprise firms typically complete onboarding in about 3 months, compared to 12-24 months with legacy platforms. You'll have a dedicated team guiding you through every step.

No. You can move accounts over at your own pace. Vise builds a personalized tax plan for each client with separate short-term and long-term gain budgets, so every transition is optimized to minimize tax impact. Many firms start with a handful of accounts, see the results, and expand from there.

Bring them. Vise's Strategy Center lets you import your existing investment models and manage them with versioning, effective dating, and full audit logs. You can set firm-level defaults and allow client-level overrides. If you're running a strategy we don't already have in our universe, we'll work with you to add it.

Vise integrates with Fidelity, Schwab, BNY Mellon, BNY Pershing, Goldman Sachs, Raymond James, and Altruist, with more on the way. All integrations support real-time data feeds for cash and positions, straight-through trade processing, and automated daily reconciliation.

55ip is a tax overlay that sits on top of third-party models and optimizes each account individually. Vise is the manager, optimizer, and tax engine in one, coordinating tax across the whole household — taxable, tax-deferred, alternatives, and concentrated positions — rather than per account.

Yes, and at the household level. Vise harvests daily with wash-sale avoidance across every account under the same tax ID, capturing cross-account opportunities a per-account overlay can't see, and runs in-house direct indexing and long/short rather than overlaying third-party models.