“There’s a tremendous opportunity for asset managers, broker-dealers, and wealth managers to align organizational and client objectives as 55ip partners. Our aim is to grow your business and maximize your relationship with advisors. In addition, 55ip resources partner with your distribution teams to drive awareness of your products.”
Empower tax-smart technology adoption across your organization using our cross-functional expertise.
Let us help you increase the distribution of your products, deepen existing client relationships, and add more strategies to your platform.