Finantrix
Wealth & Private Banking › Portfolio & Wealth Management › Tax-Loss Harvesting

55ip

For independent RIAs and smaller wealth management firms seeking cost-effective tax optimization with streamlined implementation.

Unclaimed — profile compiled by Finantrix editorsWork at 55ip? Claim this listing, free, to manage it yourself, add your logo and data sheet, and have buyer inquiries sent to your inbox. Sponsoring a buyer guide is separate, from $499 a year.Claim this listing

Overview

55ip is assessed in the Finantrix buyer's guide to Tax-Loss Harvesting Software for Wealth Managers, where it is rated Strong Contender. This profile was compiled by Finantrix editors from that assessment; 55ip has not claimed it.

Best for: Independent RIAs and smaller wealth management firms seeking cost-effective tax optimization with streamlined implementation.

Strengths: Choose it when the accounts are smaller and the timeline is short.

Considerations: Overlay management is where it gives ground. It is less deep than the institutional platforms there, factor-based replacement options are limited, and the ecosystem of integrated partners and custodian connections is smaller.

See something inaccurate or out of date? Let our editorial team know.