As published on Cision
BOSTON, June 23, 2020 — 55ip, the investment strategy engine that empowers advisors to deliver tax-smart investment models and Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), announce a partnership to provide Robertson Stephens advisors access to deliver tax-managed models through 55ip’s technology.
“Robertson Stephens is the perfect partner for 55ip to provide value to the firm’s advisors and end-clients,” said Sachin Shah, COO of 55ip. “Our smart-tax capabilities allow advisors to easily transition clients from their current portfolios to Robertson Stephens’ models while mitigating tax implications.”
55ip’s sophisticated tax technology includes tax-smart transition, ongoing management, and withdrawals. Alongside the tax services, advisors can also leverage 55ip’s intelligent automation and deep integrations with custodians to implement the models in client accounts.
“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.
55ip offers an investment model adoption platform designed to help improve outcomes for advisors and their clients. By partnering with 55ip, advisors are empowered with a simple user experience and investment strategy engine for model delivery including design, selection, tax-smart transition and automated trading. More information is available at https://www.55-ip.com.
About Robertson Stephens
Robertson Stephens Wealth Management, LLC is an independent SEC-registered investment advisor with offices in San Francisco (CA); New York (NY); Sun Valley (ID); Holmdel (NJ); and Austin (TX) that provides wealth management solutions for high-net-worth individuals and family offices nationwide. In 2018, with sponsorship from private equity firm Long Arc Capital, Robertson Stephens commenced operations with a core philosophy to serve high net worth clients. Robertson Stephens is committed to transparent advice, strong investment outcomes, sophisticated digital solutions, and high-quality client services. For more information please visit: https://www.rscapital.com
55ip is the marketing name used for software licensed by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. All advisory services are provided by 55I, LLC. 55ip does not guarantee future results.
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.