It’s simple and easy.
MODEL PORTFOLIO IN A TAX-SMART WAY
Tax wisdom meets Model Portfolios
Our collaboration with 55ip provides you access to WisdomTree Modern Alpha® ETF Model Portfolios on 55ip’s advisor-facing platform and provides, through 55ip:
1) Automated tax-transition technology to easily move clients into the appropriate WisdomTree Model Portfolio
2) Automated, ongoing tax-loss harvesting at scale
3) Automated trading and rebalancing functionality for all your accounts1
1Automated trading and rebalancing are available if you sign a sub-advisory agreement with 55ip. For a trade list delivery agreement, 55ip provides trade lists and the advisor is responsible for executing trades.
Simply follow the 3 steps below:
1) Create a log-in by accessing the platform
2) Sign a sub-advisory or trade list delivery agreement between you and 55ip via DocuSign.
3) Contact 55ip’s Advisor Success Team to seamlessly connect your account holdings data through their user-friendly platform (firstname.lastname@example.org)
Strategic Model Portfolios: All-in-one multi-asset Model Portfolios leveraging both WisdomTree and non-WisdomTree ETFs designed for investors with mid- to long-term time horizons
Strategic Model Portfolio Building Blocks: Asset-based model portfolio Building Blocks that can be used to provide differentiated equity, fixed income or alternatives exposure to asset allocation models
Global Multi-Asset Income Model Portfolios: All-in-one multi-asset Model Portfolios designed to help maximize income in a thoughtful and risk-conscious manner
Siegel – WisdomTree Model Portfolios: Model Portfolios designed to challenge the traditional 60/40 portfolio approach
U.S. Growth Model Portfolios: All-in-one multi-asset Model Portfolios that provide domestic exposure utilizing multi-factor equity and fixed income ETFs
Additional information on these Model Portfolios and the ways we support advisors can be found on the 55ip portal.
No, 55ip can automate trading/rebalancing for your qualified accounts, as well as your non-qualified accounts.
Currently, the offering is broadly available to Registered Investment Advisors. In the near future, the solution also will be made available to additional channels, such as independent broker-dealers.
55ip is integrated with leading custodians including TD Ameritrade, Charles Schwab, Fidelity, and Raymond James. If you are a Financial Professional and do not use one of these custodians, reach out to your WisdomTree Director for more information.
Advisors can access WisdomTree’s models on 55IP’s platform for a small fee. Reach out to your WisdomTree Director for more information.
Yes. The account minimum for client accounts (taxable and non-taxable) is $50,000.
The following business day.
Withdrawal requests can be sent to email@example.com.
Learn more by contacting 55ip’s Sales team (firstname.lastname@example.org).
Avoid manually uploading files by submitting a Request of Information (ROI) to your custodian(s) to get all your account holdings data flowing through the 55ip portal. Contact The 55ip Onboarding team with any questions (email@example.com).