GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities

GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, has announced a strategic partnership with 55ip, the technology platform designed to deliver personalized tax management for independent advisors (RIAs).

Continued market volatility, the potential for rising tax impacts, and lowering return expectations are just a few of the reasons investors are looking to their advisors for tailored solutions. Ongoing tax-loss harvesting and tax management capabilities are critical to advisors seeking to grow their business and serve the evolving needs of their clients.

This 55ip relationship enhances GeoWealth’s position as a leading enterprise technology solution for RIAs who want to optimize efficiency within their practice. GeoWealth’s complete suite of services includes tax transition and automated tax overlay services, a state-of-the-art Advisor Service Center, mid-and back-office automation, performance reporting, billing portfolio accounting and more.

“We have received consistent feedback from clients and prospects that efficient tax management is of high importance,” said Colin Falls, President at GeoWealth. “Integrating 55ip’s market-leading tax technology into the GeoWealth platform further demonstrates our dedication to serving the RIA market as a turnkey, integrated ecosystem.”

GeoWealth and 55ip are jointly focused on empowering advisors to deliver personalized, flexible investment solutions designed around the needs of the end client. GeoWealth supports both advisor-managed models and a suite of third-party models from leading asset managers. In the coming months, 55ip’s tax transition and tax overlay services will be available via a select group of models in GeoWealth’s Model Center.

“Our partnership with GeoWealth aligns perfectly with our goal of empowering advisors to drive better outcomes for their clients by providing tax-efficient solutions,” said Paul Gamble, Chief Executive Officer of 55ip. “The mission at 55ip is to become the industry standard for tax-smart investment management, and our partnership with GeoWealth is an important step on that journey.”

With $8 billion in assets under management, GeoWealth continues to prioritize strategic initiatives centered around solving the investment management, enterprise technology and operational challenges of modern RIAs. To learn more about more GeoWealth’s fully-integrated platform, complete with best-in-class portfolio solutions built to power the growth of entrepreneurial advisors, please visit the Digital Dashboard.


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