Unified Managed Accounts (UMAs)
Tax efficiency across multiple investment vehicles—all in one account.
UMAs powered by 55ip’s ActiveTax Technology® deliver end‑to‑end tax coordination—integrating strategies, managers, and asset classes in a single account to optimize tax decisions across an entire portfolio.
Tax-managed UMAs on 55ip
Holistic tax management
Coordinate tax‑smart decisions across managers and asset classes, respect constraints and wash‑sale rules, and systematically harvest losses to pursue improved after‑tax results.
Meet advisors where they are
Whether you’re a small practice or a large enterprise, we can help: we can do it for you, partner with you, or equip you with the tools to do it yourself. Our flexible approach supports multiple ways to power UMAs based on your preferences and operating model.
Simplified portfolio construction
Combine multiple strategies, managers, and asset classes within a single account, reducing operational complexity and avoiding the need to manage separate SMAs or funds.
Unified experience and scalable efficiency
Get a cohesive, easy-to-understand portfolio view while centralizing trading, rebalancing, and reporting without adding operational strain.
Apply tax-smart automation and personalized investing across multiple investment strategies, supporting more efficient and consistent portfolio delivery within an unified account.
Stronger relationships and retention
Offer a high-end, streamlined solution that positions you as a holistic wealth partner and reinforces long-term client value.
Institutional-level investment expertise
Incorporate asset manager strategies seamlessly while maintaining oversight of the total portfolio.
Scalable solutions for clients
Deliver sophisticated, tax-efficient portfolio management that meets the complex needs of high-net-worth and ultra-high-net-worth clients—enabling you to serve a broader range of investors with confidence.
UMAs on 55ip
Holistic Tax Management
55ip’s goal is to bring automated tax management across all levels of a portfolio. Contact us if you’re interested in tax-smart UMAs, models, SMAs, and more.
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