Breaking down barriers to financial progress

Increase practice efficiency and effectiveness with our tax-smart implementation of model portfolios and SMAs.

Read our latest insights

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.

Start saving time while adding value

Send us your contact info and let’s talk about how you can get started on our easy and intuitive platform to enhance your practice. 

Partners & Integrations

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News, Media & Events

Stay up to date with our latest announcements and engagements.

All News Media & Events
What’s in a name? The origin of 55ip
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarketâ„¢
Thank you for 2022. Excited about the year ahead.
Bonds are behaving like equities. Act accordingly.