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AI portfolio management
Vise is an AI portfolio management AI agent offering an AI-driven portfolio management platform that builds and manages personalized portfolios for advisors. Founded in 2019 and based in New York, New York, USA, Vise helps independent advisors and RIAs automate AI portfolio management work and get results faster.
Vise takes portfolio data as input and produces portfolios and reports. It combines large language models with task-specific AI, with the vendor managing prompts, models and updates. It connects to tools such as Salesforce, Wealthbox, Redtail and Orion, so the agent works inside existing workflows.
Vise is built for independent advisors and RIAs. It suits teams that want personalized portfolio construction and tax-aware rebalancing without adding headcount, while keeping people in control of review and final decisions.
Vise is often compared with Orion. Vise stands out for personalized portfolio construction and proposal generation. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
Subscription
Starting Price
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Free Options
Free trial
Vise for individuals and growing teams. See vise.com for current pricing.
Vise for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Personalized portfolio construction | , | |
| Tax-aware rebalancing | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Proposal generation | , | |
| Trading automation | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
Other
CRM
Storage
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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