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More than 110 advisory firms are now using 55ip’s tax-smart investment strategy engine.

Today, the role financial advisors play in helping clients tackle uncertainty and volatility has become increasingly vital. By leveraging an innovative tax-smart strategy, advisors can drive better outcomes for clients, adding tangible value. In fact, just last week, the Wall Street Journal declared “Why 2020 Was the Perfect Year for Tax-Loss Harvesting.”  

At 55ip, we’re helping advisors with our tax-smart investment strategy engine which breaks down barriers to capitalize on money-in-motion and promote financial progress for both their practice and their clients. This year has been a strong period of growth for our team, with new partnerships, milestones, and key appointments strategically positioning our firm to further support advisors in becoming more efficient and effective. We are excited to share some key updates with you, all focused on enhancing our support of the advisors who work with us. 

On the enterprise partnership front, we’ve strategically aligned with BlackRock, J.P. Morgan Asset Management, and WisdomTree, elevating 55ip’s presence among financial advisors. These strategic partnerships have helped us achieve several exciting new milestones. For example, over 110 advisory firms with a total of $28 billion of total discretionary assets—including powered assets approaching $1.5 billion—are using 55ip to unlock broader usage of model portfolios across their client base. 

We have a bold product vision to be the only solution that can power tax-managed strategies across all asset and client types. That vision requires solving complex problems in a range of areas. To support and build on our growth, we’ve bolstered our team, including bringing on three new Managing Directors for Quantitative Research and Development, Advisor Success, and Marketing.  

We will continue to gain momentum in the fourth quarter as well as in 2021—announcing new partnerships—so be sure to keep an eye out for our updates!  

For information on partnering with 55ip or leveraging our engine’s intuitive experience and intelligent automation, contact our Advisor Success Team at (617) 960-9559 or at 

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