*For financial professional use only.
Taxable accounts can be difficult to manage – especially when you want to move a client into a new portfolio or change their asset allocation.
Capital gains can eat away at the value of a portfolio.
But with 55ip, moving to BlackRock models just got less taxing.
By leveraging the investment expertise of BlackRock ETF models, 55ip’s sophisticated tax transition technology created a way to move client portfolios into a BlackRock model with ongoing tax management and trading to help minimize capital gains.
This may help reduce taxes and portfolio costs,
all at no additional cost to you or your client.
55ip provides the ongoing tax transition reporting,
and BlackRock provides the model allocations, as well as trade updates.
And getting started couldn’t be simpler.
Step 1: Choose the portfolio that fits your client’s needs, be that conservative or aggressive or meeting specific client preferences such as ESG, Factors and Multi-Manger.
Step 2: Upload your client’s current portfolio and more with just a few clicks.
Step 3: Enter your client’s preferences on tax impact for the portfolio.
55ip’s technology allows you to limit capital gains based on your client’s preferences.
Take that capital gains. Moving your clients into models just got less taxing.
To learn more:
Contact your BlackRock representative at
1-877-ASK-1BLK
Or Visit blackrock.com/55ip for more info
Carefully consider the BlackRock and iShares Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
See how 55ip works
Financial professionals can create an account on 55ip at no additional cost when using BlackRock model portfolios. Keep capital gains from eating away at the value of a portfolio. Watch to learn more.
Move into BlackRock Custom Model Solutions (CMS) with 55ip
Simplify and automate moving into a BlackRock Custom Model Portfolio with 55ip and pay no additional overlay fee when using a BlackRock Custom Model Solution.