Vise, an AI-powered technology platform specializing in personalized portfolios, has introduced customizable options overlay strategies. This new offering enhances its existing direct indexing capabilities, enabling financial advisors to provide outcome-based investing solutions through a single, integrated account. The strategies are designed to offer greater predictability in investment outcomes, allowing advisors to define specific parameters for protection levels, income generation, and risk tolerance, thus providing clients with a clear view of potential portfolio performance across various market conditions.
“Investors want to know what their portfolios will look like three, six, or twelve months from now—not just where their money is today,” stated Runik Mehrotra, Co-Founder of Vise. “With the launch of options overlays, we’re giving advisors the tools to meet that expectation with predetermined outcomes relative to the market.”
A key feature of Vise’s options overlays is their seamless, tax-aware integration. Unlike traditional ETF-based options strategies that may necessitate portfolio rebalancing or liquidation, potentially triggering tax consequences, Vise’s overlays integrate directly with existing holdings. This allows advisors to layer in downside protection or income strategies without disrupting core allocations or incurring additional tax events.
The new capabilities emphasize a high degree of personalization, enabling advisors to fine-tune every component of the strategy to align with each client’s unique financial objectives. This is delivered through Vise’s platform, which is designed for intuitive use without introducing additional operational complexity for advisors.
The introduction of options overlay strategies represents a significant development for the Vise platform, empowering advisors to manage portfolios with precision, whether the goal is to protect against market volatility or to generate additional income opportunities. Vise aims to enable financial advisors to deliver improved investment outcomes to their clients while enhancing firm scalability, reducing costs, and fostering stronger client relationships. Vise is headquartered in New York. Vise AI Advisors, LCC is an investment adviser registered with the U.S. Securities and Exchange Commission.
