Unified Managed Accounts

Bringing tax-smart technology to a multi-asset solution

Unified Managed Accounts

55ip is proud to be able to offer in the future an automated tax management overlay on unified managed accounts (UMAs).

Contact us to learn more about our proprietary process for combining our product partners’ security types—including mutual funds, ETFs, stocks, and bonds—into a single, tax-smart account.

New to 55ip?

Explore our technology and partners’ offerings to create your own custom tax management strategy.

Request a Demo