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J.P. Morgan’s 55ip brings tax-smart portfolio analysis to Claude for Financial Advisors

By Public Technologies
  • J.P. Morgan Asset Management's wholly owned subsidiary 55ip will integrate ActiveTax Technology into Anthropic's Claude for Financial Advisors, announced Oct. 27, 2026.
  • The connector will enable tax-aware portfolio transition analysis, including personalized scenarios showing the impact of different realized capital gain levels.
  • 55ip's AUS exceeded $150 billion as of Sept. 30, 2026.


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