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Fintech Integration Marketplace / Wealth Management / Analytics

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55ip

55ip is an investment strategy engine that provides partner firms (financial advisors and wealth managers) the capabilities to build intelligent, custom, automated models for their clients on white labeled software. 55ip’s sophisticated capabilities and disruptive tax technology address the three most common frictions that get in the way of client outcomes – high fees, taxes and risk of extreme losses – while automating the entire investment management process so advisors have more time to focus on growing and scaling their practices.

Website

https://www.55-ip.com/

Contacts

info@55-ip.com

https://www.linkedin.com/company/55ip/

https://twitter.com/poweredby55ip

55ip
  • Model Design & Delivery
  • Analytics & Proposals
  • Automated Tax Management & Trading
55ip

Companies that integrate with 55ip

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting

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55ip

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