J.P. Morgan Asset Management's 55ip working with Anthropic to deliver Tax-Smart technology within Claude for Financial Advisors

NEW YORK, Oct. 27, 2026 /PRNewswire/ -- 55ip, a wholly-owned subsidiary of J.P. Morgan Asset Management, will be bringing 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. Through this latest enhancement, advisors using Claude for Financial Advisors 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. Claude for Financial Advisors empowers advisors to manage and grow their business more efficiently and seamlessly. By bringing tax-smart capabilities into that environment, J.P.

First reported by FT Markets. This page is a short excerpt; the full text is theirs.