ActiveTax Technology
Delivering investment intelligence through our comprehensive technology solution
At the heart of our platform is our ActiveTax Technology, that enables elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and achieve better outcomes for their clients.
Explore our ActiveTax Technology® capabilities.
01
Tax-Smart Transitions
Our technology can help minimize taxes when moving existing holdings to a model portfolio or separately managed account through tax-loss harvesting. Realize losses, when it makes sense, to offset some or all taxable gains from other parts of the portfolio.
02
Tax-Smart Ongoing Management
As the market ebbs and flows, tax harvesting opportunities may arise, helping create tax savings and potentially increase after-tax returns. Automation and customization can be delivered through ongoing tax-loss harvesting.
03
Tax-Smart Withdrawals
When it’s time to draw on investments, we’ll help ensure a tax-aware transaction for you and your clients.
Our approach to tax-loss harvesting is more than matching gains and losses to lower a tax burden. Our proprietary algorithm accounts for several factors including optimal loss thresholds, proxy selection, and minimization of tracking errors—while enabling reliable and scalable execution.
ActiveTax Technology
How do you show the value of tax-smart tech?
55ip’s quarterly tax savings report offers a comprehensive view of your clients’ estimated annual tax savings, quantifying the amount they would have otherwise paid without our tax-smart technology. Generated quarterly, these reports allow you to demonstrate the value of tax-loss harvesting to your clients throughout the year.
GET STARTED
Let’s tackle taxes together.
Use our tax-smart technology to take your practice further. Let us show you how.