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

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 Technology

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’

Download our Tax Managed Investing Overview

View our recent webinar Tax Managed Investing – The Time is Now

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