Tech-powered investment management building hyper-customized portfolios:

• With the Vise technology platform, advisors can design hyper-customized portfolios in minutes and manage those portfolios with opportunistic, always-on technology to keep portfolios on target.
• This includes planning for taxes with automated tax management and tax-loss harvesting; automatically rebalancing portfolios to align with asset allocations; and optimizing for unique cash flow needs and required distributions.
• On the asset management side, Vise combines ETFs and single securities in one convenient, streamlined account and customizes asset allocation based on client risk tolerance, time horizon, objectives, personal values, and unique situations.