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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.
April 20, 2023
Deliver Your Vision: The promise of a single custom model is closer than you thinkÂ
March 28, 2023
Tax Alpha or Tax Savings? What’s the difference and why does it matter?
March 7, 2023
Want to Deliver More Tax-Efficient Income Strategies?
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„¢