55ip Tax-smart investment strategy engine

At the end of 2020, JPMorgan acquired 55ip. 55ip is an automated tax-smart investment solution for registered investment advisors to help their clients transition their assets into portfolios that are tailored to their needs.

I am the lead designer working on developing a solution to help advisors seamlessly build, manage, trade portfolios, and engage with their clients on a new level. The project's goal is to create a synergistic experience between our enterprise partners (such as BlackRock, Fidelity, Janney, JPMorgan, and Riverfront) and 55ip, ultimately increasing value to the overall product.

I worked closely with my cross-functional teammates from both companies (including Project Managers, Research, Marketing, and Engineering) to ensure that the product provided user value to all of our customers.

Acquisition coverage: Bloomberg article & CNBC article

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