---

Screenshots

---

Details

---

---

55ip Main Features

• Custodians
  We partner with trusted financial custodians to ensure safe management of assets.
• Wealth Managers
  Our services are available through leading wealth managers to help clients achieve their goals.
• RIA Partnerships
  We work with leading RIA firms and can integrate their investment portfolios into our system.
• Advisor Resources
  We provide resources to help advisors grow their business and improve client outcomes.
• Tax-Smart Investing
  We focus on automated and personalized tax-smart investing to improve financial results.
• Transition Services
  Our transition services help integrate new business and align investment products to grow your firm.
• Technology Platforms
  Our platform is accessible on strong technology platforms like Geowealth and Investcloud.
• Active Tax Technology
  Our technology helps manage tax exposure while you set the investment strategy.
• Investment Strategies
  We offer investment strategies from top asset managers like BlackRock and J.P. Morgan.
• Automated Portfolio Implementation
  We automate the process of implementing your investment portfolios for efficiency.

55ip Benefits

• Seamless Integration
  The SaaS easily fits into existing practices, making it simple for advisors to adopt and use.
• Time Savings for Advisors
  Advisors save an average of 978 hours per year by using the platform, allowing them to focus on other important tasks.
• Enhanced Client Experience
  Using advanced technology, advisors can provide a better experience for their clients, leading to higher satisfaction.
• Improved Financial Outcomes
  The technology helps advisors use tax-loss harvesting to achieve better financial results for their clients.
• Support for Business Growth
  The transition services help firms grow and align their investment products, ensuring better outcomes for clients.
• Personalized Investment Strategies
  Advisors can set their own investment strategies while the platform manages tax exposure, giving them more control.

Who should use 55ip?

• RIAs
  Registered Investment Advisors (RIAs) can streamline their investment portfolios and improve client outcomes with our tools.
• Advisors
  Advisors can use our platform to help their clients save on taxes and improve investment results.
• Custodians
  Custodians can partner with us to offer reliable financial services and improve client trust.
• Asset Managers
  Asset managers can access top investment strategies to improve their offerings and attract more clients.
• Wealth Managers
  Wealth managers can provide better services to their clients by using our technology for tax-smart investing.
• Technology Platforms
  Technology platforms can integrate our solutions to improve their services and provide better tools for users.

---

Verified Badge

---

55ip Alternatives

---

Technologies Used

View All Technologies