The partnership combines a powerful suite of model portfolios with automated tax management, providing:
- An advisor-facing platform to access a suite of diversified J.P. Morgan Models to meet a variety of client needs
- Automated tax-transition technology to easily move clients into a variety J.P. Morgan Models
- Automated, ongoing tax-loss harvesting across all your client accounts
- Automated trading and rebalancing functionality for both qualified and non-qualified accounts1
1Automated trading and rebalancing are available if you sign a sub-advisory agreement with 55ip. For a trade list delivery agreement, 55ip provides trade lists and the advisor is responsible for executing trades.