Why advisors choose Vise over Vestmark

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.

Vise is built on an optimization engine, while Vestmark is a rules-based rebalancer. Vise makes multivariable trade-offs across tax, risk, turnover, and tracking error in a single solve, and uses look-through ownership to avoid the needless gain-realizing swaps that occur when near-identical ETFs are treated as distinct.

Yes. Vise's transition mapping takes an existing book — including acquisitions and lift-outs — maps it to your target models, and shows the tax, turnover, and risk impact of each move. The transition itself is optimized to minimize taxes, and you can move accounts at your own pace.