A Unique Blend of Fin+Tech+Service

Our Quant R&D team comprises functional areas including investment and data science, quant investment development, and platforms and portfolio analytics. Team members strive to deliver scalable quantitative algorithms and simulation platforms to produce high-quality investment products that seek better financial outcomes for investors.

The product team is dedicated to all areas of the client journey, from data ingestion to workflow tools to an intuitive experience within our Intuitive Advisor Experience, as well as its integration within various wealth management and tech platforms. The team’s work allows 55ip clients to focus on their own individual needs, rather than on account management.

As the counterpart of the “fin” in fintech, this team develops and delivers high-quality applications and support to provide our tax management and operational services at scale to financial advisors through a resilient, secure, elegant, and intuitive user experience.

With an overall aim at timely execution and implementation of the financial advisor’s requests, preferences, and client assets, our portfolio implementation team strives to provide operational excellence, personalization-at-scale client service, and a seamless execution of the assets assigned to 55ip.

Our business development, advisor success, advisor service, business operations, and marketing teams work with advisors and advisor support teams to adopt our technology, find ways to add value for an advisor’s entire book of business, and navigate the tax advantage experience. Providing advisors with great service and advocacy is their priority.