2026 Product Roadmap: Built for Advisors: Continuous Innovation Informed by Your Feedback
by 55ip
Our 2026 product roadmap reflects a simple promise: At 55ip, we innovate to meet the evolving needs of advisors.
Guided by ongoing advisor and partner feedback, we’re delivering continuous enhancements throughout the year that help you work faster, expand what you can offer, fit seamlessly into your workflow, and make it easier to demonstrate outcomes—clear proof of our commitment to innovation and transparency in partnership with you.
In our new video, 55ip’s Head of Product, Vlad Golitsyn, provides an overview of our 2026 roadmap, highlighting:
- Improved cash management and streamlined workflows
- Clearer visibility into account and trade activity
- Multi‑account actions that cut repetitive work
- Expanded UMA offering
- Broader platform integrations next‑generation client‑facing reporting
We invite you to watch this brief overview of our planned enhancements for the year. Thank you as always for your insights and feedback.
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