Your Practice

We aim to exceed client expectations to drive growth.

What does “Powered by 55ip” mean to your practice?

Improve potential client wealth outcomes by controlling investment costs and taxes.

Optimize your time and value to prioritize what matters most – your clients.

Build your brand by retaining ownership of your investment process.

You are empowered with additional capabilities that can help you to enhance your brand and help give you back time to deepen and grow your client relationships.

Provide sophisticated investment management capabilities at scale
Create time to focus on your clients
Get insights to help you serve your clients

Client Focused Advisors Grow Faster

SEI Advisor Network and FP Transitions, “A Data-Backed Solution to Building a More Profitable Advisory Business,” October 2016

Let’s Talk

We would love to learn more about your practice

How are you leveraging technology in your investment practice?
How do you approach customizing strategies across your client base?
How do you handle tax management today?