An intelligent, digital platform aimed to empower financial advisors to deliver better outcomes for their clients.
Investment Strategy

Leverage our platform and team to design and set your model shelf with your own custom, branded strategies

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In a few clicks, upload a client or prospect portfolio, analyze and diagnose the strategy, and compare the results to one that is benefiting from your capabilities to reduce fees, taxes, or risk

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What if you could reduce the time you spend on manual processes such as tax-efficient trading by 40%? Leverage intelligent automation to enhance and automate investment workflows

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Low Cost Index Replication

Start with reducing fees utilizing low-cost ETFs
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active Tax

Active Tax Management

Analyze the impact of active tax management with tax transition, harvesting, and withdrawal capabilities

Risk Management

Aim to reduce the stress of extreme volatility through rules based risk forecasting

Modular approach helps align capabilities with specific needs

Help your clients get more out of their investment dollars by reducing controllable portfolio frictions that can erode outcomes over time. Our modular platform allows you to look at the potential impact of reducing fees, taxes, and risk separately or together depending on your clientโ€™s portfolio objectives.

Tax Managed Index Strategies Advisors Can Own & Automate

The processes involved in building and implementing custom strategies are time consuming. Now, you can deliver customized tax-managed index strategies across your client base, designed with the goal of generating improved after-tax returns while closely tracking a single or blended index with intelligent automation.

Aim to improve after-tax returns
Strategies are branded to you
Multi-asset class approach using ETFs
Complete automation of portfolio and tax management

Get In Touch

Our dedicated team and platform are here to help you launch your strategies from design to implementation.

We aim to build deep partnerships with our advisors to derive the most out of the 55ip investment engine.