WisdomTree teams up with 55ip on Tax-Smart model portfolios: portfolio products – ThinkAdvisor
WisdomTree Investments is using automated and tax-smart 55ip fintech technology in a new collaboration that the companies say will ease clients’ transition to WisdomTree’s diversified model portfolios with ongoing rebalancing and tax management. The collaboration combines WisdomTree’s diverse model portfolios with 55ip’s fiscally smart investment strategy engine that uses smart automation to…
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