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55ip is a tax-smart investment strategy engine that dramatically improves financial advisors’ efficiency and effectiveness.

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  • Intelligent

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  • Automated

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55ip’s intuitive experience, intelligent automation, and ActiveTax® Technology elevate portfolio design and delivery.

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

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December 2, 2020
J.P. Morgan Asset Management agrees to acquire 55ip – a pioneer in delivering tax-smart investment strategies through model portfolios
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October 6, 2020
J.P. Morgan and 55ip partner to deliver tax-efficient access to model portfolios
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October 20, 2020
WisdomTree and 55ip Collaborate to Deliver Tax-Smart WisdomTree Model Portfolios
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July 8, 2020
55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions
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April 6, 2020
Time is Now
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