55ip, a Boston-based provider of back-office and investment technology, has struck a deal with a major wealth management firm to deliver tax-advantaged models to advisors.
Advisors affiliated with Robertson Stephens Wealth Management, a national $1.3 billion AUM RIAfirm, will now be able to access 55ip’s strategies and technology, according to a Tuesday announcement from the firms.
55ip’s tax technology supports advisors in providing tax-aware transition, management and withdrawal capabilities to the end-client.
55ip also offers automation and a number of custodial integrations to ease the implementation of its models within accounts.