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YahooOctober 20, 2026 at 9:00 AM NY7 Days Ago

55ip Expands UMA Offering to RIA Channel with J.P. Morgan Asset Management and BlackRock

BOSTON, October 20, 2026--55ip, a tax-smart investment technology platform, announced the expansion of its unified managed account (UMA) capabilities for the RIA channel. The initial offering includes model portfolios with separately managed accounts (SMAs) from J.P. Morgan Asset Management, 55ip’s parent company, and BlackRock, a long-standing 55ip model partner, with additional asset managers expected to join later this year.

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