The latest technology news in the wealth management sector from around the world.

Wyoming-based Frontier Asset Management and fintech firm 55ip – part of JP Morgan Asset Management – are partnering to embed 55ip’s personalized tax management technology into Frontier’s exchange-traded fund strategies.

Under the arrangement, financial advisors can transition clients tax-efficiently into Frontier’s ETF Strategies using 55ip’s ActiveTaxSM Technology, Frontier said in a statement last week.

The solution will help advisors provide automated tax-loss harvesting, trading, rebalancing, and reporting, it said.

“Frontier and 55ip partnering brings together an industry leader in downside, risk-managed strategies with innovative, automated tax management,” Rob Miller, CEO of Frontier, said. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.”

Because 55ip’s ActiveTaxSM Technology is laid onto Frontier’s ETF Strategies, advisors can move to risk-managed portfolios without feeling constrained by embedded capital gains, Frontier said.

This news service recently spoke to Miller about Frontier’s work in the faith-based investment universe.

Frontier has offices in Denver and Atlanta. As for 55ip, it is a wholly owned subsidiary of JP Morgan Asset Management.