- 55ip ActiveTax Technology® available in Claude for Financial Advisors through a new connector
- Advisors can run personalized, tax-aware transition scenarios in-workflow
- J.P. Morgan signals it will deliver more capabilities through the connector in the future
NEW YORK, NY — October 27, 2026 — 55ip, a wholly-owned subsidiary of J.P. Morgan Asset Management, will be bringing its proprietary ActiveTax Technology® into Claude for Financial Advisors through a new connector. Claude For Financial Advisors is Anthropic’s suite of connectors and workflow skills designed to support financial advisors with research, meeting preparation, compliance checks, and documentation.
Through this latest enhancement, advisors using Claude for Financial Advisors will now be able to incorporate tax-aware portfolio transition analysis powered by 55ip’s integrated tax-smart technology. 55ip’s platform features tax-aware personalization through a variety of strategy types including models, SMAs, Direct Indexing and Unified Managed Accounts.
What this enables
Claude for Financial Advisors empowers advisors to manage and grow their business more efficiently and seamlessly. By bringing tax-smart capabilities into that environment, J.P. Morgan Asset Management’s 55ip expects to help advisors:
- Prepare for client conversations where tax considerations may be relevant, using Claude’s workflow orientation.
- Generate personalized tax-transition scenarios that illustrate the impact of different realized capital gain levels based on each client’s preferences.
“55ip has always focused on meeting advisors where they do business. This has been a key tenet of our approach in serving RIAs, broker-dealers, and large wealth management firms,” stated Gautam Sachdev, Chief Executive Officer of 55ip. “55ip's work with Anthropic is a continuing commitment to that approach as advisors adopt AI for more efficient and sophisticated workflows.”
George C. W. Gatch, Chief Executive Officer of J.P. Morgan Asset Management also commented, “AI is rapidly reshaping how advisors connect with clients, asset managers, and service providers, and we’re proud to be part of that shift. This is only the start of our work to deliver our industry-leading investment insights and portfolio tools to advisors through AI.”
Jed Laskowitz, J.P. Morgan Asset Management’s Global Head of Private Markets and Customized Solutions added, “Advisors want advanced capabilities that fit naturally into their day-to-day workflow. Bringing 55ip’s tax-smart technology into Claude for Financial Advisors helps embed tax-aware analysis into the advisor experience in real time—supporting a more responsive, personalized client experience.”
55ip’s platform offers financial advisors tax-smart solutions across models, SMAs, direct indexing, and UMAs. As of September 30, 2026, 55ip's AUS has grown to over $150B, and the firm continues to expand its partnerships with wirehouses, broker-dealers, national RIAs, and investment platforms.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $4.8 trillion (as of 9/30/2026), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. For more information, visit: www.jpmorgan.com/am.
About 55ip
55ip is a financial technology company purpose-built to break down barriers to financial progress. Our mission is to become the industry standard for personalized, tax-smart management at scale. Offering automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial services industry. Combined with integration, trading, and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTax Technology®, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 55ip is a wholly owned subsidiary of J.P. Morgan Asset Management, the asset management business of JPMorgan Chase & Co. For more information on 55ip, please visit www.55-ip.com.
55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.
JPMorganChase is an investor in Anthropic.
Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://www.55-ip.com/email-disclaimer/.
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