55Ip Brings ActiveTax Technology to Claude for Financial Advisors

J.P. Morgan Asset Management announced on October 27, 2026 that 55ip, its wholly-owned subsidiary, will bring its proprietary ActiveTax Technology into Claude for Financial Advisors through a new connector. Claude for Financial Advisors is Anthropic’s suite of connectors and workflow skills designed to support financial advisors with research, meeting preparation, compliance checks, and documentation. According to the announcement, advisors using the suite will now be able to incorporate tax-aware portfolio transition analysis powered by 55ip’s integrated tax-smart technology. 55ip’s platform features tax-aware personalization through a variety of strategy types, including models, SMAs, Direct Indexing and Unified Managed Accounts. The announcement states that by bringing tax-smart capabilities into that environment, J.P.

First reported by Securities.io. This page is a short excerpt; the full text is theirs.