- 55ip a financial technology company whose purpose is to break down barriers to financial progress
- J.P. Morgan Asset Management a global leader in investment management. J.P. Morgan Asset Management’s clients include institutions
- 55ip’s tax-smart investment strategy engine provides financial advisors with scalable solutions for tax transition and management
- The acquisition signifies accelerating investment in and development of advanced technology for financial advisors
- 55ip a pioneer in automated tax technology and has provided financial advisors with a tax-smart investment strategy engine for nearly five years
- Joining forces with J.P. Morgan provide greater resources for current clients and enterprise partners, accelerate innovation and broaden access to solutions
