Building a Successful Model-Based Practice

Create Your Own Custom Strategies

Whether you’re starting with your own models, a third-party model, designing them from scratch or selecting from the “best practice suite”, 55ip will work with you consultatively to create your own menu of investment strategies to utilize across your practice. You can further customize at the client-level to deliver the personalized investment management your clients demand.

Once your strategies are built, 55ip’s intelligent automation unburdens you of such time-consuming processes as investment research, monitoring, and trading.

Get Insights on Building a Successful Model-Based Practice here.

Paul Gamble Chief Executive Officer, 55ip

“Enabling advisors with investment management platform capabilities and supporting them with our expertise results in the ability to confidently create customized strategies unique to your advisor practice and investment philosophy.”