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55ip is a tax-smart investment strategy engine that dramatically improves financial advisors’ efficiency and effectiveness.

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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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News, Media & Events

Stay up to date with our latest announcements and engagements.

All News Media & Events
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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
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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
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June 26, 2019
Debunking Myths About Direct Indexing vs. ETFs
All News Media & Events