Vise

Crypto usually reaches advisor portfolios as a separate account, managed apart from everything else the client owns. On Vise, Bitwise Asset Management's crypto models sit inside the same portfolio as the client's equities, fixed income, and alternatives. Same rebalancing schedule, same tax discipline, same risk targets. Bitwise decides what belongs in the allocation. We handle everything after that. One portfolio, managed as a whole.

$61B to $143.5B. That's where platform assets on Vise started the year, and where they sit today. Up 134% since January 1. We've been adding more than 2 billion dollars in new platform assets on a weekly basis. What's behind the number is hundreds of advisory firms who decided their clients should get a portfolio built around them, not a product built for everyone. Every account, every tax lot, every restriction, managed in one place. And we're not done shipping. More announcements coming soon ; )

We're so glad to welcome Sonya Kirillova, CFA to Vise as our Engagement Manager. 🎉 Sonya spent 7 years in the wealth management industry, most recently as a Wealth Advisor at Corient, where she co-managed one of the largest books in the office and was the first person there to be promoted from client service associate to wealth advisor. She comes to us most recently from Stanford GSB, where she finished her MBA and was one of 30 students across the university selected for an entrepreneurship fellowship sponsored by Roelof Botha of Sequoia. Since joining the team, Sonya has brought a unique and in-depth perspective of advisors and what they actually need, a real curiosity about how portfolios get built, and a thoughtful approach to the work. Outside of work, Sonya played competitive tennis in college, skis in the backcountry, and reads everything she can find about Soviet history. She is also the friend who plans the trips, with more than 40 countries visited so far, most of them chosen for the food.

New on Vise: August Edition A client's wealth rarely sits where it works hardest. Some of it idles in a sweep account. Some is locked inside appreciated positions too expensive to touch. Some gets borrowed back at retail margin rates. August's release goes after all three. Box spread loans, in a dedicated loans view. Exchange-listed options create a synthetic loan priced near institutional rates, collateralized by the portfolio, with nothing sold and no gain realized. The advisor now creates, tracks, and cancels the loan directly. A cash sleeve inside the account. Set aside a fixed dollar amount, fund distributions from that balance without disturbing the target model or realizing gains, and schedule transfers into the model at a fixed cadence. A Long Short overlay on concentrated holdings. Market-neutral extensions layer on top of existing positions, which serve as collateral and are never sold. The extensions harvest on both sides of the market, so harvesting does not stall when markets rise. Put every dollar to work, including the ones you can't sell. Learn more on this month’s New on Vise.

Future Proof is back in Huntington Beach, September 14–17. Four days on the boardwalk with thousands of advisors, wealth management leaders, asset managers, and the teams building what comes next for the industry. We'll be there. If personalization at scale is something you're working on, find us. https://lnkd.in/gimBKXSm

3 years ago, Ross Znavor left a long and impressive run at BlackRock to join Vise, and we have never been the same since. Ross played a defining role in evolving our go-to-market, sharpening our business strategy, and forging pivotal partnerships. He's helped drive exponential growth in assets on Vise, shape the very definition of our product, and expand both our offerings and the number of firms we do business with. "This has been one of the most valuable personal and professional experiences of my life. I couldn't imagine not being here." From 5am runs, watching the Knicks, to scaling incredible heights (aspen), his energy and warmth has been rooted in the culture of Vise. Happy 3rd Viseversary, Ross. 🎉

In June, we hosted some of the top investment leaders in Aspen for a 3-day summit. Here are some of the best moments. We are gearing up for Napa in September. Don’t miss it.

Keep a constant read on your entire book with the redesigned Portfolio Overview. It scores the health of every portfolio and flags accounts drifting from target before they become a problem. No more spot-checking accounts or waiting on the next report. Across 135K+ accounts on Vise, the monitoring runs in the background so you always know exactly what’s happening in every client portfolio. Learn more at vise.com.

Building a genuinely personalized portfolio for every client can be operationally taxing and is difficult to deliver at scale. One client wants tax sensitivity, another has values-based restrictions, another is sitting on a concentrated position that needs careful handling. Doing that well for one client is manageable; doing it across a full book is another story. This is where Vise fits for our advisor network. It is a fully AI-enabled investment management solution built for RIAs that handles direct indexing, daily tax-loss harvesting, and tax-aware portfolio construction, so advisors can customize for each client without the manual lift. What stands out to us is how it handles transitions. When an advisor onboards a new client, Vise can model a tax-aware path and produce a clear proposal comparing where the portfolio sits today against where it is headed. That kind of clarity matters, especially for clients moving alongside an advisor who is making a change of their own. Good tools give advisors more time with clients and less time in the weeds. Vise is one of the partners helping our advisor network do exactly that. Thanks to the Vise team for the work they do alongside our advisors!