It’s simple and easy.
MODEL PORTFOLIO IN A TAX-SMART WAY
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 (email@example.com)
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
ESG Model Portfolios: Model Portfolios that utilize best-of-breed positive-impact ESG ETFs to create globally diversified equity and fixed income portfolios
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 firstname.lastname@example.org.
Learn more by contacting 55ip’s Sales team (email@example.com).
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 (firstname.lastname@example.org).