Vise, a New York-based platform for personalised portfolios, has launched Asset Location. The tool places each holding in the client account where it is taxed least, whether taxable, tax-deferred, or tax-exempt. It runs in the same engine that handles tax-loss harvesting, capital gains budgets, and transitions. Advisors no longer have to choose between locating assets well and managing taxes well. Vanguard estimates asset location can add up to 60 basis points a year. Yet only 54% of advisors use it for high-net-worth clients, a BlackRock survey found, against 81% for tax-loss harvesting. Firms can set their own location rules. As of October 2026, Vise supports more than $152 billion in assets and 245,000 accounts.

Bitwise and Vise bring crypto model portfolios to financial advisors. Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure * Bitwise and Vise have launched diversified crypto model portfolios for financial advisers using the Vise platform. * Vise says its network covers more than 135,000 accounts and over $140 billion in platform assets. * Crypto allocations can now sit inside the same portfolio-management, rebalancing and tax framework as equities, bonds and alternatives. **ID:** B25-08 **Site:** Bitcoinist **Status:** READY **Author:** Bitcoinist Editorial Team **Focus Keyword:** Bitwise **Image Keyword:** Fund **Primary Source:** https://bitwiseinvestments.com/newsroom Crypto stops being A separate portfolio. That is the main selling point. Crypto allocations have often been managed in isolation. An adviser may hold a Bitcoin ETF or another digital-asset product for a client, but the position can sit outside the normal process used to rebalance stocks, bonds and alternative investments. Vise wants to remove that separation. The Bitwise models can be placed inside the same household portfolio as equities, fixed income and other assets. From there, Vise handles ongoing allocation, rebalancing and tax-management work alongside the rest of the account. Bitwise provides the crypto research and model construction. Vise provides the adviser-facing portfolio infrastructure. The platform says it supports more than 135,000 accounts across wealth-management firms representing over $140 billion in platform assets. Bitwise says it manages more than $9 billion in client assets. Model portfolios could make crypto easier to scale across adviser books. Model portfolios are already common in traditional wealth management. Instead of every adviser independently selecting and weighting individual funds, a model provides a standardized allocation that can then be adjusted around client risk and objectives. Bitwise is applying that structure to crypto-themed exchange-traded products. That potentially makes digital-asset exposure easier for advisers to manage across hundreds or thousands of client accounts. The timing matters. Third-party model portfolio assets have grown rapidly, while spot crypto ETFs have given advisers regulated products that fit far more naturally into existing brokerage infrastructure. The remaining problem is portfolio integration. A Bitcoin or Ethereum allocation still needs sizing, monitoring and rebalancing. Bitwise and Vise are essentially trying to turn that work into another routine part of portfolio management. That is a quieter form of crypto adoption than somebody opening an exchange account. It may also be the version that reaches far more conventional investors. *This article was written by the News Desk and edited by [Samuel Rae](https://bitcoinist.com/author/samuelrae/).* Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. Bitcoinist uphold strict sourcing standards, and each page undergoes diligent review by its team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of its content for its readers. For updates and exclusive offers enter your email. I consent to my submitted data being collected and stored.