vise.com valid

Vise

Vise is an AI-powered asset manager that helps financial advisors build, manage, and explain personalized, tax-efficient portfolios at scale — across nearly every asset class and strategy. Vise AI Advisors, LLC is an SEC-registered investment adviser, founded in 2016 and headquartered in New York, NY.

For agents: AI-powered asset manager for financial advisors: direct indexing, tax-loss harvesting, long-short and options overlay portfolios; SEC-registered adviser.

direct indexingtax-loss harvestingportfolio managementfinancial advisorsoptions overlay

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T17:32:55.140Z. Cached copy · Source on vise.com

# Vise

> Vise is an AI-powered asset manager that helps financial advisors build, manage, and explain personalized, tax-efficient portfolios at scale — across nearly every asset class and strategy. Vise AI Advisors, LLC is an SEC-registered investment adviser, founded in 2016 and headquartered in New York, NY.

Vise gives RIAs and enterprise RIAs an in-house, optimization-driven platform for direct indexing, tax-loss harvesting, long/short tax management, options overlays, and fixed income — delivered under the advisor's own brand, with whole-household tax coordination on a single platform.

## Products & strategies
- [Direct Indexing](https://vise.com/direct-indexing): Own the individual securities of an index directly in the account, so losses are harvested at the lot level and the portfolio is customized for restrictions, ESG, sector exclusions, and factor tilts — tax benefits a fund wrapper can't deliver.
- [Vise Long Short](https://vise.com/long-short): A direct-indexing strategy with a short extension that harvests tax losses on both sides of the market — long positions generate losses in down markets, short positions in up markets — extending tax-loss harvesting beyond the long-only ceiling.
- [Options Overlay](https://vise.com/news/introducing-options-overlay-strategies): Options overlay strategies layered on equity portfolios, part of Vise's premium strategy suite.
- Single-security fixed income: Fixed-income portfolios built from individual bonds and managed in the same tax-aware optimization framework as equities.
- Alternatives & interval funds: Support for alternatives (including commodities and REITs) and semi-liquid vehicles such as interval and evergreen funds, with capital-call and redemption-calendar handling.
- Asset classes available: US Large Cap, US Small Cap, US All Cap, Developed ex-US (ADRs tracking MSCI EAFE), Emerging Markets, single-security fixed income, and alternatives.

## Platform capabilities
- [Tax-Loss Harvesting](https://vise.com/direct-indexing): Daily, optimizer-driven harvesting integrated with wash-sale avoidance across every account under the same tax ID, tracking-error control, and tax-budget enforcement.
- Unified Managed Account (UMA): Multiple strategies — equities, fixed income, direct indexing, third-party SMAs, alternatives — in one client account where the optimizer is the rebalancer and considers every sleeve at once, not in isolation.
- Householding & asset location: Multiple accounts owned by a family managed as one portfolio, with each holding placed in the most tax-efficient account type.
- Transition management: Optimization-driven, tax-efficient mapping of an incoming book (acquisition, lift-out, prospect) onto the firm's target models.
- Models & Strategy Center: Centralized governance of models — versioning, effective-dated changes, propagation across linked accounts, and pre-production analytics.
- Reporting & explainability: Client and advisor reporting on performance, allocation, expo
…

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Claim my listing on Agent Web Map for vise.com:
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