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Unified Managed Accounts (SMA)

Investment, trading and wealth · by Vise

Scale with custom personalization.

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What it does

Scale with custom personalization. Replaces SMA with direct security ownership tailored to each client's tax situation.

  • Portfolio construction
  • Tax-loss harvesting
  • Direct indexing
  • Rebalancing
  • Reporting
  • Model management
Category
Investment, trading and wealth
Users
RIAs, Enterprise RIAs, Asset managers
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Vise doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Vise. Ask for audit reports before you buy.

  • SOC 2Compliant

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