Model innovation
BlackRock Model Portfolios and 55ip

Keep portfolios on track with BlackRock models and 55ip

Explore the benefits of 55ip that help you scale and simplify when using models, all with zero overlay fees when using a BlackRock model.1

Delivering for clients, while streamlining your day-to-day

Seamlessly select a BlackRock model portfolio and use 55ip's tax technology to facilitate a tax-aware transition and provide ongoing, automated tax management on the model with no additional overlay cost.
Automated rebalancing and tax-smart management
55ip’s technology automates portfolio trading and tax loss harvesting. Now you can transition your clients' legacy positions to a model with precision and tax-efficiency.
Tax loss harvesting
55ip’s technology continually looks to reduce taxes so you can potentially deliver higher returns to your clients.
Client-customized tax reporting
Client ready reports go beyond just performance and show them how much you’ve saved them in taxes.

*For financial professional use only.

How it works

Financial professionals can create an account on 55ip to get started. 55ip is made available to financial professionals at no additional cost when accessing BlackRock model portfolios.
Select a model that aligns with your client’s goals
Select a model that aligns with your client’s goals
Within 55ip, select the BlackRock model portfolio you'd like to move your client into.
Upload the current portfolio & create transition plan
Upload the current portfolio & create transition plan
Once you upload your current portfolio, 55ip’s tax-smart technology will facilitate a tax-aware transition to the new model over time.
Receive ongoing support & client friendly reports
Receive ongoing support & client friendly reports
55ip provides ongoing automated tax management and easy to understand proposals and reports so you can illustrate potential tax benefits to clients.

Keep capital gains from eating away at the value of a portfolio

See how 55ip can help reduce taxes and portfolio costs, all at no additional fee to you when you choose a BlackRock model portfolio.

  • 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.

About 55ip
55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness.
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