Automated Portfolio Implementation
Ease your administrative burden. Enhance portfolio management.
Tax-Smart Trading
No longer solely for high-net-worth accounts, tax-smart solutions are the new frontier of wealth management. 55ip’s ActiveTax Technology®, including tax-loss harvesting and tax-smart transitions, enables automated tax management across your book of business.
Looking to save your firm 1,492 hours a year?* Start by delegating trading and rebalancing services for qualified and non-qualified accounts to 55ip.
Rebalancing Services
Keeping your portfolios on point and reducing risk, particularly in volatile markets, just got easier. In addition, we can apply tax-smart rebalancing for non-qualified accounts—so your clients capture more of their investment upside.
"Outsourcing trading and rebalancing of qualified and taxable accounts to 55ip can create considerable time savings. In 2025, we executed more than 13 million trades, saving advisory firms using 55ip an average of 1,492 hours.* Our trading and operation teams understand that delivering quality, service, and scale are critical to honoring our partnerships and growing your business."
*Source: 55ip as of 12/31/25. Numbers include discretionary and non-discretionary assets and accounts, excluding certain trade list delivery programs. Trading statistics represent activity associated with assets on the platform for the 2025 calendar year and exclude trading activity associated with trade list delivery programs.
See our cadence for systematic trades, tax management, and rebalancing.
Model Updates
55ip trades when the asset manager (or client) updates the model portfolio allocation.
Tax Management
Accounts with tax management services are reviewed repeatedly throughout the year for tax-loss harvesting trade opportunities.
Periodic Rebalancing
Accounts subscribed to client-provided models are rebalanced to the model portfolio’s target allocations.
Get Started
Discover the 55ip difference.
Experience the power of 55ip’s intelligent automation. Contact us to schedule a demo—and learn more about how to gain the 55ip edge.