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Fidelity Expands Model Portfolio Offering Through 55ip to Include Custom Models

Fidelity’s latest offering includes the availability of custom model portfolios through 55ip. In addition to Fidelity’s pre-packaged model portfolios, advisors can now design custom model portfolios that can be implemented through 55ip’s tax-smart technology, allowing advisors to add scale and efficiency to their practice and deliver better outcomes for clients.

Read the full press release on Business Wire.

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