Product Description
About this Product
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.
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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.
About Vise
Vise enables advisors to create and manage personalized, automated, and intelligent portfolios for investors. We understand the needs of independent advisors and want to give them the tools to differentiate their services, gain clients, and grow their practice. We focus on financial-planning-focused advisors with between $100M-500M in assets, who build their practices around building relationships vs. picking stocks. With 2500+ client accounts under management, Vise has raised $128 million from investors like Sequoia, Ribbit Capital, and Founders Fund. The company is based in New York.
Product Details
More info about us
Category
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.