55ip

About

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.

Contacts

Products / Services

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

Companies that integrate with 401GO

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

Integrations

Integrations: 1
Partnership: 0
2checkout
2Checkout is the leading all-in-one monetization platform for global businesses. It was built to help clients drive sales growth across...

Partnership

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