The 55ip platform helps diagnose your prospect and client portfolios and enhance them through the lowering of fees,
taxes and risk of extreme losses.

Investment Science

55ip provides our partner firms the ability to design diverse portfolios using algorithms that reflect contemporary and proprietary quantitative research applied to investment frictions. Among other features, 55ip provides rebalancing algorithms to target risk of extreme losses including access to the 55ip Market Risk Indicator (MRI). MRI is designed to be a holistic and meaningful measure to assess the likelihood of significant market losses.

Market Risk Indicator (MRI)

To learn more about 55ip’s Investment science, please review the resources above or write to us at

Tax Managed Index Strategies

55ip’s next-generation tax technology automates intelligent tax loss harvesting, portfolio transition and withdrawal
– enabling you to deliver better outcomes and save time. For more of the ‘why’ and ‘how’

Tax managed index strategies, powered by 55ip intelligent automation, add a new level of capabilities to your practice,
without the need for more portfolio management staff or resources.

Evaluate the impact of your tax managed index strategies before assigning to client accounts

    The 55ip investment strategy engine enables you to:

  • Customize with blended indices – you don’t have to use just one index or asset class.
  • Match index exposures with a basket of ETF’s.
  • Minimize trading while taking advantage of tax loss harvesting opportunities.
  • Personalize loss harvesting implementation to the client-level – set custom thresholds and tax budgets.
  • Completely automate portfolio and tax management.

Download our Tax Managed Investing Overview

View our recent webinar Active Tax Management: New Strategies and Solutions for Improved Outcomes

55ip Tax-Managed Investing Technology

55ip Tax Technology Video

To learn more about 55ip’s approach to active tax management for both 55ip and other ETF portfolios, please review the resources above or write to us at