Intelligent. Custom. Automated.

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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.

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Read More on 55ip’s Philosophy

Year-end metrics illustrate how advisors, powered by 55ip, helped clients reduce fees, risk of extreme losses and taxes.

Integrations & Partnerships

55ip knows how important it is for financial advisors to have advanced yet automated investment management capabilities that work seamlessly together to enhance your advisor value proposition and save you time.
  • Platform Integrations
  • Custodial Relationships
  • Data Integrations
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