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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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Partners & Integrations

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News, Media & Events

Stay up to date with our latest announcements and engagements.

All 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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November 13, 2020
Exploring the Link Between Volatility & Tax-Smart Management
November 16, 2020
Rising Demand for Tax-Smart Investing Fuels Growth
November 4, 2020
Volatility Brings Opportunity for Tax-Smart Investment Management
October 30, 2020
The Election, Volatility, and Why Advisors Should Consider Tax-Smart Investment Strategies Now
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October 28, 2020
55ip Brings on Three New Managing Directors
news
October 20, 2020
WisdomTree and 55ip Collaborate to Deliver Tax-Smart WisdomTree Model Portfolios
news
October 6, 2020
J.P. Morgan and 55ip partner to deliver tax-efficient access to model portfolios
news
July 8, 2020
55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions
May 21, 2020
Tax optimization will be essential to the advancement of models
April 28, 2020
55ip Offers Seamless Integration with TD Ameritrade’s Veo One® Platform
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April 6, 2020
Time is Now
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January 21, 2020
55ip Announces Integration with Schwab Advisor Servicesâ„¢
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December 10, 2019
55ip & BlackRock partner to make the move to model portfolios “less taxing”
media
December 6, 2019
Bob Veres spotlight on 55ip
media
June 26, 2019
Debunking Myths About Direct Indexing vs. ETFs
All News Media & Events