55ip

Investment strategy engine designed with advisors in mind. Customize and automate portfolio models to reduce frictions such as fees, extreme losses, and taxes.

[55ip @Poweredby55ip]

Take that, capital gains! Moving your clients into models just got “less taxing”

55ip is excited to launch our industry changing partnership with BlackRock! Users of BlackRock Model Portfolios can now leverage 55ip’s automated tax mgmt capabilities. https://t.co/RrVY71VFjW

[55ip @Poweredby55ip]

Webinar: 55ip Investment Strategy Engine - A Game Changer in Active Tax Management Automation. Register - https://t.co/DJcC6JDVRc Learn about leveraging intelligent automation for efficient, personalized investment management. #wealthtech #rias

[55ip @Poweredby55ip]

Thanks @craigiskowitz - What a great forum to share ideas and get feedback. #invest2019 @InVest_Event

[Craig Iskowitz @craigiskowitz]

Judges comments on @Poweredby55ip
"I loved the UI, I thought it was clean”, "Want to get advisors out of the weeds”, “I liked that you took the time to translate basis points into dollars”, "Premise & execution looked great"
Scores: 7.0, 7.5, 8.0
#Invest19

[55ip @Poweredby55ip]

Looking forward to seeing everyone at @InVest_Event next week! Don't miss our showcase demo on Tuesday, 7/16, 10:40am! And - stop by Kiosk #3 to say hi to Wes Graves and Sachin A. Shah. #wealthtech #taxtechnology #advisors

[55ip @Poweredby55ip]

Read 55ip CEO, Paul Gamble’s recent piece on direct indexing with ETFs featured in WealthTech Club https://t.co/jp7ehquKTB #wealthtech #rias

[55ip @Poweredby55ip]

See you next week! Stop by 55ip Booth #307 to connect with Wes Graves and Michael Guido. Let's talk about investment management solutions to help you build custom investment strategies that you can own and automate. #NAPFA #rias #wealthtech

[55ip @Poweredby55ip]

@wealthtech_club @wealthtech_club - Just back from our first @SSG_Inst Conference in San Diego. Advisors using SSG definitely have #growthmindset - Great conference!

[55ip @Poweredby55ip]

We're excited to announce our partnership with Shareholders Service Group (SSG)! https://t.co/qNOeeIKH4c At the SSG Conference this week? Connect with Wes Graves and Michael Guido at the 55ip booth and come to our demo in the La Jolla Shores Room, 2:15PM, Thursday, April 25.

[55ip @Poweredby55ip]

Don't forget to register for today's webinar! https://t.co/tLBieSDhF6 #rias #investmentstrategies #wealthtech

[55ip @Poweredby55ip]

How many hours per week are advisors burning trying to deliver active investment management? (About 18 hours!) Register for our webinar to learn about new strategies advisors can both own and automate to help clients improve outcomes. https://t.co/tLBieSDhF6 #rias #wealthtech

[55ip @Poweredby55ip]

"...the successful advisers of tomorrow will be those who can adroitly use technology to provide a greater number of clients with truly customized advice across every account in the household." great #fintech article by @ryanWneal @investmentnews

[InvestmentNews @investmentnews]

Customized advice coming to households near you. So says @ryanWneal. https://t.co/2pFInIzEws

[55ip @Poweredby55ip]

We're ready to go at the @fi360 Conference! Visit us in the Tech Lab - Let's talk about how intelligent automation together with the Fi360 score empowers advisors to help their clients and scale their practices. #Fi360Conference

[55ip @Poweredby55ip]

@RIABiz's @Breen talks with 55ip CEO, Paul Gamble, about what advisors want most and 55ip's strategy to deliver. Great article! https://t.co/9eHJmrzamd

[Oisín @Breen]

First of 2 for @RIABiz -- what's cooking at @Poweredby55ip "Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a for-profit four-letter word." https://t.co/Kz0MEjE3uW #fintech #RIA #Investment

[55ip @Poweredby55ip]

@RIABiz's @Breen talks with 55ip's Paul Gamble about what advisors want most and 55ip's strategy to deliver - https://t.co/9eHJmrzamd

[55ip @Poweredby55ip]

@RIABiz Thank you for the great conversation @Breen and @RIABiz! We're really excited about our growing team, technology and partnerships!

[Risk Today @risktoday]

Top performing advice firms have a distinctive focus on technology https://t.co/9pkXXIdffW #FinancialAdvisor #InvestmentNews

[55ip @Poweredby55ip]

"Tax Managed Investing - The Time is Now" - If you missed last week's conversation with Dr. Leonid Kogan, 55ip Chief Investment Scientist, you can view the webinar here: https://t.co/S5OzLaqBrD #tax #investments

[55ip @Poweredby55ip]

Learn more about @FinFolio and 55ip's recent integration on tomorrow's webinar "55ip and FinFolio - Integrated Capabilities to Streamline Investment Management" 4:00pm-4:30pm ET REGISTER https://t.co/XkP1FmJIXN

[55ip @Poweredby55ip]

"It's time for financial services to embrace the Fourth Industrial Revolution. Here's why:" https://t.co/ULS3cHWK0N Read 55ip founder, Dr. Vinay Nair's contributed article to @wef #fintech #investment

[55ip @Poweredby55ip]

Last call for our webinar tomorrow with Dr. Leonid Kogan. https://t.co/ZtxWKGoDnW We'll be talking about why it's more valuable and more efficient to offer tax managed investing today than ever before. #tax #investments #cfp #ria #wealthtech