GeoWealth improves its corporate technology platform by integrating 55ip’s tax-smart portfolio deployment capabilities

RIA-focused TAMP adds to its modern, flexible platform with the addition of 55ip tax technology

CHICAGO – (BUSINESS OF LIVING) –# 55ipGeoWealth, Modern Turnkey Asset Management Platform (TAMP), set up for advisers, today announced a strategic partnership with 55ipthe technology platform designed to provide personalized tax management for independent advisers (RIAs).

The continuing instability of the market, the potential for increasing tax effects and lower expectations for returns are just some of the reasons why investors turn to their advisors for individual decisions. Opportunities for ongoing tax collection and tax management are crucial for advisors who seek to grow their business and serve the changing needs of their clients.

This 55ip connection enhances GeoWealth’s position as a leading enterprise technology solution for RIAs who want to optimize efficiency within their practice. GeoWealth’s full range of services includes tax transitions and state-of-the-art automated tax imposition services Counselor Service Centerautomation of the middle and back office, efficiency reporting, invoicing, portfolio accounting, etc.

“We have received consistent feedback from customers and prospects that effective tax governance is important,” they said. Colin Fallspresident of GeoWealth. “Integrating 55ip’s market-leading tax technology into the GeoWealth platform further demonstrates our commitment to serving the RIA market as an integrated turnkey ecosystem.”

GeoWealth and 55ip are jointly focused on empowering advisors to provide customized, flexible investment solutions designed for the needs of the end customer. GeoWealth supports both advisor-driven models and a range of third-party models from leading asset managers. In the coming months, 55ip’s tax transition and tax overlay services will be available through a select group of models at the GeoWealth Model Center.

“Our partnership with GeoWealth combines perfectly with our goal of enabling advisors to achieve better results for their clients by providing tax-efficient solutions,” they said. Paul GambleCEO of 55ip. “55ip’s mission is to become the industry standard for tax-smart investment management, and our partnership with GeoWealth is an important step in this journey.”

With $ 8 billion in assets under management, GeoWealth continues to prioritize strategic initiatives focused on addressing investment management, corporate technology, and the operational challenges of today’s RIAs. To learn more about GeoWealth’s more fully integrated platform, complete with best-in-class portfolio solutions designed to drive the growth of entrepreneurial advisors, please visit geowealth.com.

About GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution with approximately $ 18B in platform assets and $ 8B in AUM, built specifically for modern RIAs. Serving more than 1,000 independent advisors, user-friendly, cost-effective and integrated GeoWealth technology enables advisors to access a diverse range of portfolio models and fully unload responsibilities in the environment and back office, including performance reporting, invoicing, accounting. wallet and others. Through its adaptive platform with an open architecture, GeoWealth allows advisors and companies to grow faster and serve customers more efficiently. For more information about GeoWealth, visit us at geowealth.com and follow us LinkedIn.

About 55ip

55ip is a financial technology company that aims to break down barriers to financial progress. Financial advisers use 55ip’s smart tax strategy to improve their efficiency and effectiveness. The intuitive 55ip experience and intelligent automation enhance portfolio design and delivery by helping advisors save time and seek better results for their clients. At the heart of the experience is 55ip’s ActiveTax Technology®, which includes tax-smart transitions, controls and withdrawals.

55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment advisor. 55ip is a wholly owned subsidiary of JP Morgan Asset Management, the asset management business of JPMorgan Chase & Co. For more information on 55ip, please visit 55-ip.com.

Contacts

GeoWealth
StreetCred PR

[email protected]

Will Ruben

847-208-8289

[email protected]

Jimmy Mook

610-304-4570

[email protected]

55ip
Rob Farmer
The Rudin Group

[email protected]

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