Vise, the AI-powered technology platform that delivers personalized portfolios at scale, announced the launch of fully customizable options overlay strategies. This new capability expands Vise’s existing direct indexing offering, enabling advisors to deliver outcome-based investing through a single, seamlessly integrated account.
In an environment where clients increasingly demand more control, clarity, and confidence in their portfolios, Vise’s options overlays are designed to bring greater predictability to investment outcomes. These strategies allow advisors to define precise parameters around protection levels, income generation, and risk tolerance—providing clients with a transparent 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,” said 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.”
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Seamless, Tax-Aware Integration
Unlike ETF-based options strategies that require portfolio rebalancing or liquidation—often triggering tax consequences—Vise overlays integrate directly with existing holdings, enabling advisors to layer in downside protection or income strategies without disrupting core allocations.
What Sets Vise Apart
Vise’s options overlay capabilities are distinguished by their unprecedented level of personalization. Advisors can fine-tune every component of the strategy to align with each client’s unique goals. This is all delivered through the Vise platform’s intuitive interface, without adding operational complexity.
A New Chapter in Personalized Portfolio Management
The introduction of options overlay strategies marks the next step in the evolution of the Vise platform, empowering advisors to fine-tune portfolios with precision, whether protecting against volatility or generating additional income opportunities.
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