55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
The 55ip platform empowers advisors and wealth managers to offer intelligent, custom and automated investment
strategies – while addressing key frictions that get in the way of client outcomes such as fees,
extreme losses, and taxes.
See how the 55ip platform can power your portfolios and your practice.
55ip’s next-generation tax technology automates intelligent tax loss harvesting, portfolio transition and withdrawals – enabling you to deliver better outcomes and save time.
Managing risk of extreme loss is more important than ever to deliver the outcomes your clients want. 55ip puts the latest risk management tools at your fingertips. The 55ip market risk indicator (MRI) is designed to be a more meaningful risk measure to assess the likelihood of significant market losses.
Year-end metrics illustrate how advisors, powered by 55ip, helped clients reduce fees, risk of extreme losses and taxes.