J.P. Morgan Asset Management (55ip)
Develop and analyze personalized, tax-aware portfolio transition scenarios
Evaluate the potential tax implications of transitioning a client portfolio to a new investment strategy. 55ip's ActiveTax Technology® enables advisors to generate personalized Tax Transition Proposals and compare different realized capital-gain scenarios based on the client's investment and tax-budget preferences.
MCP connector
- Server URL
https://mcp.55-ip.com/proposal-generation-mcp/mcp- Login
- OAuth
Tools
Reads data2
Changes data2
Skills
None in the store listings. The server needs sign-in, so we could not check it