Powered by 55ip.

Driven by you.

55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation
  • Custom

    iconCustom
  • Intelligent

    iconIntelligent
  • Automated

    iconAutomated
dottedPattern
dottedPattern

55ip seeks to solve the advisor’s investment dilemma – buy or build your investment models?

Outsourcing investments

  • Lose ownership and brand
  • Lack of customization
  • High fees

Build & maintain in-house

  • Manual processes
  • Inconsistent performance
  • Time away from clients

Co-sourcing with 55ip

  • Advisor-branded strategies
  • Enhanced value proposition
  • Customization & tax management

Intelligent automation, powered by 55ip

  • Portfolio design & delivery
  • Automated monitoring & trading
  • More time with clients

Let’s Talk

Share your information to learn about 55ip’s flexible capabilities and how we can seamlessly enhance your practice.

WATCH 55IP OVERVIEW

Partners & Integrations

Custodial
Platform
Data

News, Media & Events

Stay up to date with our latest announcements and engagements.

All News Media & Events
media
Read 55ip CEO, Paul Gamble’s piece on direct indexing with ETFs featured in WealthTech Club
event
55ip Attending the 2019 Fearless Investing Summit (Riskalyze) in Boston
event
55ip Attending Schwab IMPACT in San Diego