Comparing Vise and Orion
Comparing Vise and Orion
Daily position-level decisions across every account. No enrollment forms, no replacement lists, no manual review cycles.
Daily position-level decisions across every account. No enrollment forms, no replacement lists, no manual review cycles.
Get Started
Get Started
One product, one login
One product, one login
Vise is an all in one platform for advisors, there is no need to juggle five different logins for one portfolio,
Vise is an all in one platform for advisors, there is no need to juggle five different logins for one portfolio,
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Direct Indexing
Single-stock personalization at low cost. Own the underlying index components, not the ETF wrapper. Harvest at the single-stock level and personalize for values, restrictions, or concentrated positions.
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Fixed Income
Treasuries and munis live on platform today. Build ladders for predictable cash flows or duration strategies for total return, customized by sector and credit quality.
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Long Short
Advisor-accessible 130/30, 145/45, 200/100 and 250/150 Long Short strategies managed within the same tax-efficient account alongside your existing positions.
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Options & Liquidity
Low-cost financing for HNW clients. Box spread strategies provide liquidity at rates well below margin loans or security-backed lines of credit, all within the existing account.
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Advisor/Home Office Model Delivery
Build your models directly into the platform and Vise handles all trading, rebalancing, and tax management.
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Third Party Models
Vise has established partnerships with leading asset managers, including BlackRock and DFA, meaning their models are delivered through Vise often at no cost. Additional Partnerships in progress.
Side by side comparison
Multi-Custodian Trading
Multi-Custodian Trading
UMA Support
UMA Support
Model Marketplace
Model Marketplace
Optimization Based Portfolio Engine
Weighs taxes, risk, turnover, and timing in one solve, so a client gets the best possible trade across all those constraints simultaneously
Rules-Based Trading
Eclipse processes constraints sequentially, so the order rules fire determines the trade.
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Not intended to serve as a fully comprehensive tax solution
Accounts must be manually enrolled. Advisors define replacement lists at the firm level.
Customized Portfolios
Fully customizable with no model limitations: security, sector, ESG, and country-level restrictions all supported.
Pre-defined Models
Uses ASTRO SMA, five pre-defined direct indexing models with specified buy lists and tracking error targets.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Not available
Rules don't optimize. Algorithms do.
Rules don't optimize. Algorithms do.
Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
Vise uses a multi-objective optimization engine that weighs every variable before placing a single trade.
For illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Side by side comparison
Multi-Custodian Trading
UMA Support
Model Marketplace
Optimization Based Portfolio Engine
Weighs taxes, risk, turnover, and timing in one solve, so a client gets the best possible trade across all those constraints simultaneously
Daily Tax Loss Harvesting
Reviews every position daily. Separate ST/LT budgets for current and future years
Customized Portfolios
Fully customizable with no model limitations: security, sector, ESG, and country-level restrictions all supported.
Long Short
5.9x more harvestable losses than long-only. Works in bull markets.
Multi-Custodian Trading
UMA Support
Model Marketplace
Rules-Based Trading
Eclipse processes constraints sequentially, so the order rules fire determines the trade.
Not intended to serve as a fully comprehensive tax solution
Accounts must be manually enrolled. Advisors define replacement lists at the firm level.
Pre-defined Models
Uses ASTRO SMA, five pre-defined direct indexing models with specified buy lists and tracking error targets.
Not available
Different by design
Different by design
Our design language is modern, clean, and intentional. We believe the way a platform looks and feels is just as important as what it can do.
Our design language is modern, clean, and intentional. We believe the way a platform looks and feels is just as important as what it can do.
We harvest losses daily automatically
We harvest losses daily automatically
Vise harvests daily. Eclipse sells, buys a substitute, then 30 days later sends an alert asking the advisor to come back and run a workflow to buy back the original.
Vise harvests daily. Eclipse sells, buys a substitute, then 30 days later sends an alert asking the advisor to come back and run a workflow to buy back the original.
For illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Every new book analyzed in minutes, not months
Every new book analyzed in minutes, not months
Every new book analyzed in minutes, not months
Vise segments your full book across seven criteria and shows the advisor exactly how much value each transition creates. Eclipse gives you a grid to configure account by account.
Vise segments your full book across seven criteria and shows the advisor exactly how much value each transition creates. Eclipse gives you a grid to configure account by account.
Vise segments your full book across seven criteria and shows the advisor exactly how much value each transition creates. Eclipse gives you a grid to configure account by account.
Migrating to Vise is simple
No new client signatures. Accounts stay at same custodian.
$150M+ books transitioned in three-week sprints.
For illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Migrating to Vise is simple
No new client signatures. Accounts stay at same custodian. $150M+ books transitioned in six-week sprints.
Frequently asked questions
Is it easy to switch?
Do I have to migrate all accounts at once?
What about my existing models?
Which custodians do Vise support?
See how Vise compares
for your tech stack.
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The portfolio you'd build for your biggest client.
For every client.
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1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.
2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.
3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021
Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Tax-Loss Harvesting Disclosures
Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.
Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance.
Product images shown are for informational and illustrative purposes only and may not reflect how they will appear within the product. Third-party trademarks and service marks referenced are the property of their respective owners.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
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The portfolio you'd build for your biggest client.
For every client.
1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.
2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.
3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021
Images and graphs on this page is for illustrative purposes only. Does not represent actual client results. Past performance does not guarantee future results.
Tax-Loss Harvesting Disclosures
Vise AI Advisors, LLC (“Vise”) is an SEC-registered investment adviser. The material presented is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Nothing on this website should be construed as personalized investment advice, which can only be provided in one-on-one communications.
Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes and may not reflect actual future performance.
Product images shown are for informational and illustrative purposes only and may not reflect how they will appear within the product. Third-party trademarks and service marks referenced are the property of their respective owners.
© 2026 Vise | Vise is a registered trademark of Vise Technologies, Inc.
The portfolio you'd build for your biggest client. For every client.
1 Vise "Platform Assets" encompasses assets actively managed by Vise as well as assets that Vise aggregates, monitors, and uses to generate customized proposals. As of 6/1/2026.
2 This calculation is based on total realized losses as of 12/15/25 and assumes a long-term capital gains tax rate of 20% and a short-term capital gains tax rate of 41%.
3 Source: Cerulli Associates, U.S. Asset and Wealth Management Edition, 2021
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