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WealthStack Roundup: 55ip and InvestCloud Expand Strategic Partnership
Yahoo Finance· 2025-12-05 04:59
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Fintech 55ip, a fully owned subsidiary of JPMorgan Chase, and InvestCloud expanded their strategic partnership to enable tax optimization for both public and private market assets within a single UMA.  Financial advisors can now integrate 55ip’s proprietary ActiveTax Technology with InvestCloud’s Private Markets Account, allowing for automated tax optimization, tax loss harvesting and tax tra ...