Intelligent. Custom. Automated.

55ip Demo | In|Vest 2019



Company Website:

Product Name:

55ip Investment Strategy Engine

Company or product description:

55ip’s investment strategy engine empowers advisors with a differentiated investment capabilities and intelligent automation to offer custom, advisor-branded strategies and active tax management at scale to improve client outcomes.

What makes your company or product great?

There is no other investment platform on the market that enables advisors to fully digitize and customize their investment management capabilities. When advisors evaluate their needs to scale their practice over the next 5 to 10 years, they seek capabilities that efficiently deliver more value and services to their clients. 55ip solves this with its expertise in portfolio construction and implementation while freeing up the advisors time for financial planning and client service.

What key challenge does it solve?

Advisors and wealth managers are struggling between sub-optimal portfolio construction choices: they can buy models which can be expensive and don't allow for customization, potentially diluting their investment value proposition. Or, they can build their own which is complex and time consuming. 55ip sits right in the middle of where fin meets tech, supporting advisors with an investment science- based platform designed to help reduce portfolio frictions that can erode client outcomes such as fees, taxes and risk of extreme losses - and automate those processes so advisors can efficiently scale their business. Advisors no longer have to choose. They can both own and automate their strategies.

What is your best success story?

A large multi-billion dollar firm had become more dependent on tracking to certain benchmarks with their clients. We developed replicated benchmark exposures using ETF’s while adding Active Tax Management creating Tax Alpha. The result is a low cost solution with compounded wealth creation using 55ip’s Active Tax Management. The firm just won over a $20mm prospect with this specific strategy as not a lot of firms are talking about it.