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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
Learn more

Let’s Talk

Share your information to learn about 55ip’s flexible capabilities and how we can seamlessly enhance your practice.

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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
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
news
April 6, 2020
Time is Now
news
January 21, 2020
55ip Announces Integration with Schwab Advisor Servicesâ„¢
news
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