GeoWealth Enhances its Enterprise Technology Platform by Integrating 55ip’s Tax-Smart Portfolio Implementation Capabilities
RIA-focused TAMP adds to its modern, agile platform with the addition of 55ip’s tax technology CHICAGO–(BUSINESS WIRE)–#55ip—GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, today announced a strategic partnership with 55ip, the technology platform designed to deliver personalized tax management for independent advisors (RIAs). Continued market volatility, the potential for rising tax […]