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Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs

InvestmentNews ·

Image: InvestmentNews

New UMA, direct indexing and asset location capabilities aim to cut manual work for advisors managing personalized portfolios

Summary as published by InvestmentNews
Financial ADVSRRead our full story: 55ip expands UMA offering to RIAs with J.P. Morgan and BlackRock models →
Read the full story at InvestmentNews →

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