No longer solely for high-net-worth accounts, tax-smart solutions are the new frontier of wealth management. 55ip’s ActiveTaxSM Technology, including tax-loss harvesting and tax-smart transitions, enables automated tax management across your book of business.
Looking to save 500 hours a year? Start by delegating trading and rebalancing services for qualified and non-qualified accounts to 55ip.
Keeping your portfolios on point and reducing risk, particularly in volatile markets, just got easier. In addition, we can apply tax-smart rebalancing for non-qualified accounts—so your clients capture more of their investment upside.
“In 2022, we executed nearly 2 million trades on behalf of advisors, saving them an average of 500 total hours. Our trading and operation teams understand that delivering quality, service, and scale are critical to honoring our partnerships and growing your business.”
Accounts with tax management services are reviewed repeatedly throughout the year for tax-loss harvesting trade opportunities.
Accounts subscribed to client-provided models are rebalanced to the model portfolio’s target allocations.