Tax-Smart WisdomTree Model Portfolio Technology Launches – Digitalmunition

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Published on February 16th, 2021 📆 | 2219 Views ⚑


Tax-Smart WisdomTree Model Portfolio Technology Launches

Collaboration with 55ip offers valuable tax exposure insights for portfolio transitions

NEW YORK, Feb. 16, 2021 (GLOBE NEWSWIRE) — WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced
today its model portfolio collaboration with 55ip, a financial technology company, is live.

With the needs of the 2021 investor at the forefront, WisdomTree’s model portfolios combined with 55ip’s technology enable advisors to transition clients into diversified WisdomTree model
portfolios while managing capital gains. Driven by 55ip’s tax-smart investment strategy engine, the new offering uses intelligent automation to help advisors unlock efficiencies, achieve scale and
deliver a more transparent model portfolio selection experience to their clients.

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