Solutions

Our platform is setting a new standard for the advisor-client experience.

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Our Technology

Optimize financial outcomes for your clients with our tax-smart technology solutions.

01

ActiveTaxâ„  Technology

Activate investment intelligence to enable tax-smart transitions, management, and withdrawals—and deliver tax-aware outcomes to your client.

02

Intuitive Advisor Experience

Our intuitive experience enables you to easily evaluate investment options, customize portfolios, and apply tax-smart customization in real time.

03

Automated Portfolio Implementation

Get the best of both worlds for qualified and non-qualified accounts. Achieve operational efficiency while maintaining control of what matters most: meeting clients’ objectives through thoughtful portfolio strategies.

Our Technology

Technology that breaks down barriers to financial progress.

Gain tax efficiency across the life of an investment—from asset transitioning to withdrawals—with our intelligent and scalable automation. 

Solutions

Your Investment Strategies

Our technology is designed to go wherever you go. That’s why we accommodate any number of investment vehicles and asset classes to meet your clients’ needs.

01

Models Portfolios

Choose a customizable or standard model from one of our asset manager partners, or bring us one developed in-house.

02

SMAs

Access Active SMAs that can be customized by sector, security, or asset class.

03

Direct Indexing Solutions

Direct indexing blends the best of active precision and indexed efficiency. Plus, 55ip’s intelligent automation makes systematic rebalancing easy.

04

UMAs

55ip is one of only a handful of providers that will offer an automated tax management UMA overlay.

Partners & Integrations

Partnering with market leaders and innovators

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Discover the 55ip difference

Get tax smart. Contact us to schedule a demo to learn more about the new standard in tax technology.

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