Advisors gain expanded access to T. Rowe Price investment solutions combined with 55ip’s ActiveTax Technology℠ to enhance after-tax outcomes at scale
55ip, a tax-smart investment technology platform and a fully-owned subsidiary of J.P. Morgan, announced an expansion of its investment platform through a new collaboration with T. Rowe Price, a global leader in investment management and retirement solutions, to provide custom models to advisors.
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Working with T. Rowe Price and 55ip, advisors can design and implement custom model portfolios using T. Rowe Price strategies, powered by 55ip’s ActiveTax Technology℠. Advisors can now benefit from T. Rowe Price’s investment expertise and 55ip technology to enhance portfolios for their clients through tax-smart transitions, ongoing tax-loss harvesting, and tax-smart withdrawals. 55ip and T. Rowe Price will jointly support the distribution and servicing of these models, which are now available to all interested advisors.
“The addition of T. Rowe Price to our platform expands the range of asset management options and personalized solutions available to advisors,” said Mike Camp, Head of Client Solutions at 55ip. “We believe combining T. Rowe Price’s custom models with 55ip’s tax technology creates a powerful solution that can strengthen advisors’ businesses and improve client outcomes after taxes.”
Model portfolios have become a cornerstone of the modern wealth management ecosystem, offering scalable benefits for advisors, asset managers, and their clients.
According to Cerulli research, outsourced models had accumulated more than $2.5 trillion in overall assets by the end of 2024, up 23% from the previous year. Further, they predict model assets to grow to over $10 trillion by 2029. Their U.S. Asset Allocation Model Portfolios 2025 report found that 65% of model provider asset management firms prioritize custom models, and 71% of asset managers view them as a major business opportunity. For investors, these model portfolios deliver institutional-quality outcomes and more holistic advice, as advisors integrate tax management and personalization into portfolio design.
“Advisors serve a wide range of clients with distinct objectives and circumstances who benefit from customized investment solutions,” said Josh Horesh, Head of U.S. Model Portfolio Distribution at T. Rowe Price. “We’re excited to work with 55ip to provide advisors with flexible access to T. Rowe Price strategies that support the creation and implementation of tax-efficient custom models.”
This collaboration underscores both firms’ commitment to delivering innovative, tax-smart investment solutions that help advisors scale their practices and optimize client outcomes.
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