Your Platform

We aim to deepen your brand and expand your client base, while creating efficiencies in your investment process.

Enhance Your Capabilities

Our investment strategy engine is designed to seamlessly enhance your capabilities – at scale and under your brand – through intelligent automation that is integrated with key custodians and partner firms. Our goal is to help you gain the time while enhancing your value proposition

Own Your Strategies
Enhance Client Portfolios Select Your Models Design Your Strategies
Upload specific client and prospect portfolios for diagnosis
Analyze your portfolio for fees, taxes and risk, and tax to identify areas of improvement
Generate proposals highlighting the potential client benefits
Select from your custom model shelf, assign to an account and submit for monitoring and trading
View portfolio analytics, assessing costs and benefits
Compare multiple models and customize for a specific client experience
With a few clicks, choose your building blocks asset allocation, tax and risk algorithms and trade specifications for custom strategy – we do the rest
Apply active tax management capabilities including tax aware transition to shift assets to the designed strategy
Automate Your Strategies
No
Excuses.

It’s Time to Evolve.

Whether your investment management services are outsourced or managed in-house, you are likely burning time and expenses keeping up with the demands of customization, research, monitoring, and trading. 55ip uniquely allows you to retain ownership while helping to solve the demands on your resources. The time is now. Submit your information to schedule a demo.