The Money Management Institute (MMI) announced the winners of the 2023 MMI/Barron’s Industry Awards in October, of which, 55ip was honored to win for Digital Innovation of our automated tax-smart management and transition services! This category honors a new technological innovation by an asset management firm that enhances the investor or advisor experience with advisory solutions.
We strive to empower financial advisors to improve their client’s experience and are honored that our commitment is being recognized. We couldn’t be more excited about this award and the innovation that’s to come.
Learn more about the MMI/Barron’s awards and other winners here.
The MMI/Barron’s Industry Awards winners (announced 13 October 2023) are selected by a specially-appointed MMI Industry Awards Steering Council and MMI Membership Experience Committee who evaluated the nominations based on their innovation and advancement in the investment advisory solutions industry. Judging was conducted between June 2023-July 2023. Companies do not pay a fee to be considered for the awards or for promotional materials. Nomination submissions are for products, programs and initiatives initiated or enhanced between October 2022-June 2023.