Where customization and cost efficiency meet

Until now, asset managers and advisors have had to take a hands-on approach to direct indexing management—both in re-creating the index with individual investments and in managing performance against the original fund.

Through the 55ip platform, advisors can mimic an index with our point-and-click partner products and use our tax-smart automated rebalancing capability to track the actual index—all while gaining a tax-efficient account overlay.