Model-Based Practice
Deliver personalized strategies at scale with model investment portfolios
With 55ip, you can access, customize, or bring your own investment models, all while benefiting from intelligent automation and tax-smart technology. It’s a more efficient way to grow your business and serve your clients — at scale
It’s already working for our clients:
72% of surveyed advisors say 55ip is already essential to their practice
57% say model portfolios are foundational to how they manage investments
On average, advisors save 978 hours per year using 55ip’s outsourced trading and rebalancing
More Models, More Flexibility
On the 55ip platform, you have access to hundreds of professionally built model investment portfolios from leading asset managers. You can use them as-is, tailor them to your clients’ needs, or bring your own models into the platform. Many investment models are available at no additional cost, with fees often covered by the asset managers themselves.
Your Strategy. Our Automation.
Tax-smart transitions into model portfolios
Ongoing tax management, including intelligent tax-loss harvesting
Automated trading and rebalancing
Advisor-branded reports and communications
With trading events occurring across 150 model families on our platform each month, our proprietary Model Management Utility enables model updates to be executed with greater efficiency, enhanced data integrity, and reduced risk. Our approach empowers advisors to focus more on their clients, knowing that we manage their models with precision.
News & Resources
Our latest insights on model portfolios
A Platform Built for Growth
Whether you’re just adopting investment models or looking to streamline an established approach, 55ip helps you build a more efficient, differentiated, and client-focused practice — with the flexibility and scale to grow.