Cision, June 23, 2020
Robertson Stephens is partnering with 55ip to provide advisors access to sophisticated tax-management technology. 55ip offers an investment model adoption platform designed to help improve outcomes for advisors and their clients.
“As we continue to build our solution-based technology offerings, we believe smart tax management is a critical component to our advisors’ success,” said Vikram Chugh, COO of Robertson Stephens. “Not only will 55ip’s tax-smart capabilities be crucial for our advisor onboarding process as we grow, it is integral to help our advisors leverage intelligent technology to be more efficient and create better client outcomes.”
Robertson Stephens has grown to over $1.3 billion in AUM, since its founding in 2018, and is predicated on providing a high level of customer service to its clients. Sophisticated technology solutions are integral to this mission, and platforms like 55ip will continue to streamline efficiency, allowing Robertson Stephens wealth managers to spend quality time with their clients and deliver better portfolio solutions.
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Investment advisory services offered through Robertson Stephens Wealth Management, LLC, an SEC-registered investment advisor. This material is for general informational purposes only and should not provide the basis for any investment decision. Any discussion of U.S. tax matters should not be construed as tax-related advice. This material is an investment advisory publication intended for investment advisory clients and prospective clients only. © 2020 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.