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
In 2016, 55ip was founded with the mission to improve financial outcomes. To achieve this vision, its team of financial technologists and investment scientists developed the platform and algorithms to make the company a pioneer in personalized, tax-smart management at scale.
Since its acquisition by J.P. Morgan Asset Management in December 2020, 55ip has gained the backing of a world-class infrastructure that supports control, security, and compliance. The unique combination of our institutional framework and entrepreneurial roots empowers us to provide clients with the best of both worlds, seamlessly blending fintech focus with robust capabilities.
Today, we go wherever advisors go. Our dedicated team sits at the nexus of investments and technology, collaborating with stakeholders across the entire financial ecosystem. This enables automated efficiency on a large scale, fostering successful financial outcomes for all.
55ip Solutions
Analytics & Proposals
When you upload a portfolio to the investment strategy engine you can diagnose an existing portfolio’s underlying fund fees, tax burden, and susceptibility to volatility and compare it to your portfolio powered by 55ip. Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating......
business needs
view solutionAutomated Tax Management & Trading
What is the difference between “automation” and 55ip’s “intelligent automation”? When your strategies are powered by 55ip, they benefit from sophisticated capabilities that aren’t just automating processes that save you critical time. Your portfolios are also benefiting from sophisticated algorithms that actively seek to reduce inefficiencies and take advantage of......
business needs
view solutionInvestment Strategy Engine
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......
business needs
view solutionModel Design & Delivery
Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the......
