Direct Indexing Solutions
Upgrade your indexing with tax-aware personalization
Direct Indexing used to be time-consuming and only available to ultra-wealthy investors. But now, thanks to technology, it’s a powerful option for a broader range of clients—and a smarter tool for advisors.
Why advisors are leaning into Direct Indexing
Tax-smart strategies
Harvest losses at the individual stock level, more often and with more precision. This approach enhances tax efficiency, helping clients to maximize after-tax returns while maintaining alignment with their overall investment strategy.
Personalized portfolios
Customize what’s in your client's portfolio to reflect their values, legacy holdings, or sector preferences, while maintaining flexibility for tax optimization and strategic adjustments.
Transparent investing
Clients can see exactly what they own, providing clarity and confidence. Clearly identify and understand what's being sold for tax optimization without compromising their investment objectives.
Why Use Direct Indexing Strategies on 55ip
Choose from a wide range of index solutions to align with your investment approach
Streamline portfolio management through index replication from our partners’ strategies, reducing complexity and enhancing efficiency. Solutions on our platform provide exposure to indexes that cover U.S. and non-U.S. Large Cap, Mid-Cap, Small Cap, Value and Growth.
Take full advantage of the inherent tax benefits through our systematic approach to tax-loss harvesting
Save time and manual work through outsourced and automated portfolio reviews for potential loss events on a regular and ongoing basis.
Ongoing optimization so you spend less time managing and more time advising
Reduce the time spent on portfolio management and maximize capacity to strengthen client relationships.
More tax-efficient portfolio transitions
Transition from concentrated positions to diversified portfolios, while minimizing capital gains. Precisely manage individual securities, strategically selling to offset gains and customize portfolios.
55ip's 2024 advisor client survey showed that Direct Indexing was their top investment focus for 2025, with 37% of advisors planning to add or expand their use of the strategy—surpassing even model portfolios.
NEWS & RESOURCES
Our latest insights on direct indexing
Set It. Scale It. Done.
Let us show you how 55ip can help you deliver personalized, tax-efficient strategies at scale.