Striving to be the industry standard for personalized and automated tax–smart solutions, we facilitate efficiency and scale for advisors, asset managers, and enterprises, anywhere you do business.
Sometimes it’s about the money you save, not just the money you make. 55ip can help create a better overall financial picture for your clients.
55ip helps advisors integrate technology into their practice, allowing for efficient growth at scale.
We keep the advisor at the center of everything we do. Our technology and support service teams are dedicated to helping you deliver personalization, so you can do more, for more people.
We embody a leveraged distribution model whereby our sales and service teams can complement your team and your goals.
Let our intelligent automation enhance your service offering—and competitive advantage.
55ip can integrate seamlessly with existing investment products, custodians, technology platforms, and data providers with minimal learning curves for advisors.