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Breaking down barriers to financial progress
Increase practice efficiency and effectiveness with our tax-smart implementation of model portfolios and SMAs.
Our intuitive experience and intelligent automation elevates portfolio design and delivery, while saving you valuable time. Fueling these outcomes is our ActiveTax® technology, which includes:
- Tax-smart transitions
- Automated tax-loss harvesting
- Tax-smart withdrawals
Advisors get the time savings of outsourcing, while retaining control of the decisions that make a difference for their clients.
Clients get tax-smart, tailored investment portfolios that drive better outcomes.
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News, Media & Events
Stay up to date with our latest announcements and engagements.
February 28, 2023
What’s in a name? The origin of 55ip
February 7, 2023
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarketâ„¢
February 1, 2023
Thank you for 2022. Excited about the year ahead.
January 19, 2023
Bonds are behaving like equities. Act accordingly.