55ip
HQ Address
One Liberty Square, Suite 200, Boston, MA 02109, United States
Website Address
Business introduction
Clients want successful financial outcomes. Advisors want the freedom to scale. 55ip enables both
A FinTech built to be the new standard for automated and personalized tax-smart investing. Together, we can break down the barriers to better investment outcomes
How can your organization gain the 55ip edge?
Built for financial professionals looking to take their business further, 55ip delivers an intuitive user experience and intelligent automation that can help reduce the impact of taxes on client portfolios.
Working together to understand your needs, our team can customize 55ip’s technology and integrate it into your current platforms—creating immediate convenience and ongoing ease of use. With 55ip, advisors can also scale their operations efficiently. Through our transition services, acquiring and integrating new advisory teams and their clients is seamless. As your business evolves, so will our solutions—helping you to continuously optimize outcomes for your business and clients.
55ip Solutions
55ip Platform
ActiveTax Technology℠ Enhance your offering with ActiveTax Technology℠, engineered to facilitate tax-smart trading, efficient tax loss harvesting and strategic withdrawals, all aimed at optimizing investment outcomes. Intuitive Advisor Experience Optimize your financial advisory capabilities with our intuitive SaaS platform. Easily assess and choose investment options, allowing for personalized portfolio customization and scalability in......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
