Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies.
“This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.”
With this new partnership, financial advisors can easily and tax-efficiently transition clients into Frontier’s ETF Strategies using 55ip’s ActiveTax Technology. The solution will help advisors provide ongoing, automated tax-loss harvesting, trading, rebalancing, and reporting. Having access to these automated processes will unburden advisors from time-consuming administrative tasks and allow them to efficiently scale their businesses.
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“Frontier and 55ip partnering brings together an industry leader in downside, risk-managed strategies with innovative, automated tax management,” said Rob Miller, CFA, CEO of Frontier. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.”
Because 55ip’s ActiveTaxSM Technology is seamlessly overlaid onto Frontier’s ETF Strategies, advisors can move to risk-managed portfolios without feeling constrained by embedded capital gains.
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“Facilitating efficiency and scale for asset managers and enterprises is core to our strategy of becoming the industry standard for automated, optimized tax outcomes,” said Sachin Shah, Chief Operating Officer for 55ip. “Our partnership with Frontier Asset Management is a great example of working with industry leaders to provide advisors the solutions they need to stay in control of critical client-related decisions and the freedom to focus on the bigger picture.”
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