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Breaking down barriers to financial progress
Increase practice efficiency and effectiveness with our tax-smart implementation of model portfolios and SMAs.
Our intuitive experience and intelligent automation elevates portfolio design and delivery, while saving you valuable time. Fueling these outcomes is our ActiveTax® technology, which includes:
- Tax-smart transitions
- Automated tax-loss harvesting
- Tax-smart withdrawals
Advisors get the time savings of outsourcing, while retaining control of the decisions that make a difference for their clients.
Clients get tax-smart, tailored investment portfolios that drive better outcomes.
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News, Media & Events
Stay up to date with our latest announcements and engagements.
December 8, 2022
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors in Volatile Market Environments
November 1, 2022
Silver linings, lemonade, and the glass is half full
September 21, 2022
Harvest season comes more than once a year: Why the right plan is essential to tax-loss harvesting success
October 21, 2022
Women & Wealth: Are you prepared to meet their unique financial needs?
June 16, 2022
Turmoil, Taxes, and Time – In times of volatility is tax management the new hedge?
June 2, 2022
GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation CapabilitiesÂ