Vise has expanded its Long Short investment strategy to client accounts held at Interactive Brokers, giving financial advisors access to four leverage levels.
The expansion adds to Interactive Brokers' existing services for financial advisors and portfolio managers. Earlier, the broker also integrated with third-party investment-management platforms, including robo-advisor Emotomy.
London's trading industry is coming home!
In 2025, Interactive Brokers introduced its Tax Planner, which provides tax-related portfolio insights and supports tax-loss harvesting. Vise's integration adds another investment strategy to the broker's offering for advisors.
Vise Targets Investors with Large Unrealised Gains
The move comes as some large custodians have raised minimum investment requirements or paused new accounts for tax-aware long-short strategies. This has limited access for advisors managing smaller client portfolios.
Vise Long Short extends the company's direct indexing offering. It combines long positions in stocks expected to outperform with short positions in stocks expected to underperform, while maintaining 100% net long market exposure. The strategy aims to generate higher pre-tax returns at market-level risk.
- Prop Firm Tradeify Expands Beyond Futures with Inter Miami CF Deal
- GTC Secures UAE Licence to Broker OTC Derivatives and Currencies
- AI Is Trading Your Clients’ Accounts. Can Your Dealing Desk Tell?
Holding both long and short positions creates opportunities for tax-loss harvesting in different market conditions. Vise applies daily tax-loss harvesting to every account, including during rising markets when long-only portfolios may offer fewer opportunities to realise losses.
Vise Adds IBKR Across Seven Custodian Networks
The strategy targets clients with large unrealised capital gains. These include investors holding concentrated stock positions or proceeds from business sales and real estate disposals.
"Long short has been treated as a product for a select few. The problem it addresses is not," said Samir Vasavada, Co-Founder and Co-Head of Vise.
On Interactive Brokers, advisors can access all four leverage levels. Vise said some large custodians no longer allow new accounts to access the higher leverage options. Onboarding is fully digital, and new advisory firms can typically start using the service within about two weeks.
Interactive Brokers joins Charles Schwab, Fidelity, Goldman Sachs Custody Solutions, Raymond James, TradePMR, and Altruist as a supported custodian. Vise Long Short can run alongside other strategies on the platform. The system also applies wash-sale screening across accounts sharing the same tax identification number.
