INTUITIVE ADVISOR EXPERIENCE
Engage with your clients’ accounts using sophisticated, user-friendly tech that illustrates outcomes, quickly and easily.
Within 55ip’s intuitive advisor experience, you can customize our partners’ strategies
We generate a view of multiple portfolio transition scenarios and the associated taxes in seconds, enabling you to create client-specific tax budgets and transition plans.
Seamlessly integrate 55ip’s intuitive advisor experience into your existing workflow.
Easy to Use
Built by our world-class technologists to optimize the advisor experience, our intuitive experience enables you to easily control and execute essential investment actions.
Immediate, Automated Analysis
Upload basic end-client information to instantly generate a transition proposal, illustrating tax exposure without the risk of human data-entry error.
Advisor Control
Once you assess clients’ tax exposure, you have control over what happens next:
- Choose an investment strategy.
- Customize investment solutions based on clients’ preferences.
- Select how much your client wants to transition.
- Rerun the transition proposal to see the implications of your customized approach.
Get Started
Ready to become your clients’ hero?
Our platform is your launching pad for success. Let us show you how.