J.P. Morgan and 55ip partner to deliver tax-efficient access to model portfolios (NYSE:JPM)

J.P. Morgan Asset Management and 55ip collaborate to provide advisors with the ability to easily and efficiently transition clients into J.P. Morgan model portfolios using 55ip’s automated tax technology.

“As the adoption of models continues to gather steam, our partnership with 55ip will make it easier for advisors to transition to diversified model portfolios in a tax-efficient manner so they can focus on building their business and helping clients achieve their goals,” said Andrea Lisher, Head of Americas Client, J.P. Morgan Asset Management. “This new platform is testament to our continued focus on harnessing best-in-class technologies to improve the advisor experience and solve client needs.”

Press release

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