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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
  • Custom

    iconCustom
  • Intelligent

    iconIntelligent
  • Automated

    iconAutomated
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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

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News, Media & Events

Stay up to date with our latest announcements and engagements.

All News Media & Events
news
55ip: Intelligent, Custom, Automated Investment Strategies
media
Debunking Myths About Direct Indexing vs. ETFs
media
Read 55ip CEO, Paul Gamble’s piece on direct indexing with ETFs featured in WealthTech Club