55ip Expands Managed Account Platform With New Models
The platform now includes J.P. Morgan and BlackRock portfolios, streamlining the management process for your advisor.
Updated on Oct. 21, 2026 in Investing
Live Poll
Do you trust automated managed account platforms to manage your long-term investment portfolios?
55ip has expanded its unified managed account (UMA) platform to include model portfolios from J.P. Morgan and BlackRock. This update provides registered investment advisors with access to a broader range of investment strategies through a single management portal.
Why it matters
Using unified managed accounts can help advisors streamline infrastructure and navigate the operational complexities of managing diverse client portfolios. This expansion reflects the broader trend of advisors consolidating their investment management tools to improve efficiency.
Unified managed accounts (UMAs) grew at an annual compounded rate of 18.4% over the five years ending 2024, attracting nearly $260 billion in net flows. While the platform currently includes J.P. Morgan and BlackRock, the identities of other future participants remain unconfirmed.
The players
55ip
A J.P. Morgan subsidiary providing technology for tax-managed investment portfolios and unified managed accounts.
J.P. Morgan Asset Management
An investment manager providing model portfolios and equity strategies for the 55ip platform.
BlackRock
An investment management company contributing model portfolios to the 55ip unified managed account lineup.
The details
The 55ip portal allows advisors to manage multiple investment strategies within a single UMA structure. Through its ActiveTax technology, the platform offers automated tax transition recommendations and ongoing account management, which helps simplify the maintenance of these portfolios for advisor firms.
Timeline
2024 marks the end of the five-year measurement period for UMA growth data.
The remainder of 2026 is the timeframe for additional asset managers to potentially join the 55ip lineup.
Money Landscape
This development follows a trend where UMAs achieved an 18.4% annual compounded growth rate between 2020 and 2024. The move toward platform consolidation marks a significant shift in how investment infrastructure is managed across the industry.
If you work with an investment advisor, ask how their choice of managed account platforms affects the tax efficiency and transparency of your portfolio. Your advisor can explain whether these tools provide you with more consistent exposure to institutional-grade models.
The takeaway
The move to integrate more model portfolios into one portal is designed to simplify the complex administrative burden faced by investment firms. Households should discuss with their financial professional how their advisor's chosen management technology impacts their own long-term portfolio tax outcomes.
Further reading
For more on how shifts in account management affect portfolio strategy, visit Investing.
Live Poll
Do you trust automated managed account platforms to manage your long-term investment portfolios?
