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 and summarizing the potential savings and long-term impact on the portfolio.

Fees - identify: Which funds are contributing most to high feesl; which funds can be replaced at lower cost while maintaining exposure; difference in fees over time and the potential benefit on client outcomes

Taxes - identify: potential tax benefits across different market environments; potential improvement in portfolio value with active tax management over time