Make the Move that Sticks

55ip Transition Services

Growth Starts with Better Transitions

In wealth management, transition, whether acquiring a firm, onboarding clients, or moving to a new platform bring complexity: trading, rebalancing, tax exposure, and potential disruption. Handled well, they strengthen relationships. Handled poorly, they create confusion, risk, and tax consequences that damage trust.

Transitions are the critical connection between your technology, operations, and client experience. Getting them right defines how your firm grows.

Scale Your Practice

Handle one transition or hundreds with the same consistency — grow without adding complexity.

Save Time

Cut manual trading and rebalancing so you can focus on higher-value client work.

Optimize Client Outcomes

Minimize capital gains and keep portfolios aligned during every move of money.

Strengthen Client Trust

Deliver smooth transitions that keep clients confident and committed to your firm.

The Platform Behind Smooth,  Scalable Transitions

55ip is uniquely positioned to help advisory firms manage every type of transition — from a single account transfer to an entire acquisition — with precision and scale.

Because Transition Services are built directly into the 55ip platform, when money is in motion, clients benefit from our ActiveTax(SM) Technology and automated trading and rebalancing.