The firm has expanded its unified managed account offering for registered investment advisers (RIAs), adding model portfolios that combine separately managed accounts from JP Morgan Asset Management and BlackRock.

The expanded offering allows advisers to combine model portfolios with equity separately managed accounts (SMAs) within a single unified managed account (UMA). The platform uses 55ip’s ActiveTax Technology to support tax management and ongoing portfolio management. The platform allows advisers to combine exchange traded funds (ETFs), mutual funds and active SMAs  The initial offering includes model portfolios from JP Morgan Asset Management, which owns 55ip and BlackRock, an exist