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55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation
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Custom
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Intelligent
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Automated
55ip seeks to solve the advisor’s investment dilemma – buy or build your investment models?
Outsourcing investments
- Lose ownership and brand
- Lack of customization
- High fees
Build & maintain in-house
- Manual processes
- Inconsistent performance
- Time away from clients
Co-sourcing with 55ip
- Advisor-branded strategies
- Enhanced value proposition
- Customization & tax management
Intelligent automation, powered by 55ip
- Portfolio design & delivery
- Automated monitoring & trading
- More time with clients
Partners & Integrations
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Data
News, Media & Events
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