55ip and Foris Dax to Expand Capabilities to Deliver Tax Optimization Solutions for Private and Public Assets in a Single Unified Managed Account
Asset Managers
The Managed Account Engine for Asset Managers
Foris Dax provides the operating infrastructure asset managers depend on to deliver model portfolios, run SMA and UMA programs, and scale distribution with precision across sponsor platforms, custodians, and intermediaries.
The Engine Behind Today’s SMA and Model Portfolio Programs
Asset managers operate in a complex distribution landscape across custodial platforms, TAMPs, and sponsor programs. Protecting outcomes requires disciplined model governance, and consistent implementation.
Foris Dax powers the managed account operations behind leading global asset managers and model providers. We unify model lifecycle management, investment operations, and multi-platform connectivity into one environment so distribution is controlled, execution is consistent, and every update is auditable.
Connected Managed Account Solutions
Foris Dax delivers the infrastructure and operational tooling asset managers need to build models, manage strategy lifecycles, deliver updates, and support accurate execution across platforms.
APL is the managed account engine asset managers rely on to run SMA, UMA, and models-only programs at scale. It brings model management, trading, and sponsor and custodian connectivity together so execution stays consistent, auditable, and efficient.
While APL powers SMA, UMA, and models only programs for traditional assets, the Private Markets Account (PM+™) adds a managed account operating layer for private markets so strategies can be delivered, traded, and maintained alongside traditional portfolios within sponsor programs with the same governance and operational controls.
PM+™, the Private Markets Account from Foris Dax, supports critical workflows including subscriptions, capital calls and distributions, valuations, performance, and reporting, with operational controls for semi-liquid vehicles. Integrated with sponsor and managed account platforms, it turns private markets into a governed sleeve so managers can scale distribution, reduce rework, and deliver a consistent advisor and investor experience.
Innovation That Supports the Future of Investment Management
Foris Dax is recognized globally for modernizing investment delivery, model distribution, and managed account operations. We partner with asset managers to scale programs, strengthen governance, and expand distribution without sacrificing model integrity.
Recognized for Excellence in Investment Technology
Foris Dax is honored to be recognized by industry leaders for innovation, scale, and impact across the investment and wealth ecosystem.
Insights for Asset Managers
Explore the latest thinking on model distribution, operational efficiency, and managed account innovation for asset managers.
