by 55ip
When we introduced our 2026 roadmap earlier this year, it reflected 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 latest video, 55ip’s Head of Product, Vlad Golitsyn, provides an update on the progress we’ve made on our 2026 roadmap, our plans for the remainder of the year, and a sneak peek at things to come in 2027, highlighting:
- Improved cash management and streamlined workflows for SMA Accounts
- Expanded UMA offering
- Multi‑account actions that cut repetitive work
- Advisor-Directed Equity SMAs
We invite you to watch this brief update. Thank you as always for your insights and feedback.
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