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 advisers with research, meeting preparation, compliance checks and documentation.
Through this latest enhancement, advisers 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, separately managed accounts (SMAs), direct indexing and unified managed accounts (UMAs).
Claude for Financial Advisors empowers advisers to manage and grow their business more efficiently and seamlessly. By bringing tax-smart capabilities into that environment, J.P. Morgan Asset Management’s
