Solutions

Empowering Financial Advisors with Scalable Customization and Tax Efficiency

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Our Financial Technology

Optimize your clients' investment strategies with our advanced solutions for tax-efficient investing.

01

ActiveTax Technology®

Enhance your offering with ActiveTax Technology, engineered to facilitate tax-smart trading, efficient tax loss harvesting and strategic withdrawals, all aimed at optimizing investment outcomes.

02

Intuitive Advisor Experience

Optimize your financial advisory capabilities with our intuitive SaaS platform. Easily assess and choose investment options, allowing for personalized portfolio customization and scalability 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 with scalable, tax-efficient solutions.

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

Model 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 offer an automated tax management UMA overlay.
Transition services

Transition Services for Growth

Transition Services

Our Transition Services provide advisors with the tools and expertise needed to integrate new businesses and advisors smoothly. Our solution is designed to break down the complexities of scaling your practice, enabling transitions without disrupting client outcomes. With support from our team, advisors can manage operational growth effectively, facilitating business expansion that aligns with their goals.

Learn More about our Transition Services

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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