Risk management powered by tax-smart technology
Looking to realign an investor’s taxable portfolio to a new strategy that is risk and tax managed, but feel trapped due to significant embedded capital gains? With Frontier and 55ip, you can make the switch as easy as possible in a tax-smart way.
How it works
Transition portfolio in a tax-smart way
Upload portfolio and 55ip’s tax-smart technology will help transition the portfolio over time, based on desired tax and tracking error parameters.
Receive ongoing support & reporting
55ip will provide ongoing, automated tax management and client-friendly reporting.
Benefits of working with 55ip
55ip’s ActiveTax TechnologySM helps advisors deliver differentiated value and improve their efficiency and effectiveness.
- Tax-smart transitions
- Ongoing, automated tax-loss harvesting
- Tax-smart withdrawals
- Automated trading and rebalancing
- Ongoing support and reporting
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Setting the industry standard for automated, optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to financial advisors and the financial services industry.
Exclusive reliance on the above is not advised. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell any securities, commodities, treasuries or financial instruments of any kind. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment or tax advice.
Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from the strategies managed by Frontier.