55ip

Developer of a tax-smart investment strategy engine intended to reduce fees, losses and taxes. The company's platform offers model-based practice, analytics and proposals, automated tax management and trading, hereby increasing practice efficiency and effectiveness with the tax-smart implementation of model portfolios.

Boston, United StatesMidsize

Partnerships

InvestCloud

InvestCloud powers digital wealth with an AI-driven platform connecting advisors, institutions, and investors across the full investment lifecycle.

West Hollywood, United StatesFinancial Services

Independent Software Vendor (ISV)

Partnerships

Founded

2015

Employees

200

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