We are thrilled to announce that 55ip has been honored with an ALM/ThinkAdvisor Luminaries Award for our Tax Harvest Indicator! This recognition is a testament to our commitment to providing cutting-edge solutions that empower financial advisors and their clients. A huge thank you to our dedicated team and partners who made this achievement possible. You can check out the latest Indicator here: https://lnkd.in/eArQiveM 55ip was a winner for the Luminaries Awards by Think Advisor on December 12, 2024. Judging was conducted Jul. 24 – Sept. 9th by a panel of independent judges and based on the nominee’s impact on the firm, advisors, and the broader professional community and industry. Nominees are self-submitted and there is no payment nor compensation involved with the award. Award is no guarantee of future results. The award is not indicative of 55ip’s future performance and does not guarantee future results. For more information on the criteria and methodology used, please visit https://lnkd.in/gY4Ujsz3.
55ip
Financial Services
Boston, Massachusetts 6,033 followers
Breaking down barriers to financial progress.
About us
Automated, personalized, and optimized tax outcomes, the 55ip platform delivers efficient implementation of the investment process to the financial advisors. With leading trading and rebalancing capabilities, we offer a full-service solution that meets the unique needs of advisors. At the heart of 55ip’s seamless, intuitive user experience is 55ip’s ActiveTaxSM Technology, including elevated portfolio design and delivery, tax-smart transitions, management, and withdrawals, all helping advisors save time and pursue better outcomes for their clients. 55ip is the marketing name used by 55 Institutional Partners, LLC, an investment technology developer, and for investment advisory services provided by 55I, LLC, an SEC-registered investment adviser. 55ip is part of J.P. Morgan Asset Management, the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. The impact of a tax-loss harvesting strategy depends upon a variety of conditions, including the actual gains and losses incurred on holdings and future tax rates. The tax-loss harvesting service is available for an additional advisory fee and the results shown represent the net effect of the advisory fees but may not consider the impact of fees charged by others, including transaction costs or other brokerage fees. The information contained herein is subject to change without notice, is not complete and does not contain certain material information about the investment strategy, including additional important disclosures and risk factors associated with such investment and information about fees, trading costs and taxes. If you are a person with a disability and need additional support in viewing the material, please call us at 1-800-343-1113 for assistance. Telephone calls and electronic communications may be monitored and/or recorded. Personal data will be collected, stored and processed by 55ip in accordance with our privacy policies at https://55-ip.com/email-disclaimer/.
- Website
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https://www.55-ip.com
External link for 55ip
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 2015
- Specialties
- portfolio management, investment management, tax aware investing, financial services technology, portfolio re-balancing, investment management technology, automated investment management, dynamic portfolio management, wealthtech, active tax management, and index investing
Locations
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Primary
Get directions
1 Liberty Sq
Boston, Massachusetts 02109, US
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Get directions
Sundervan Complex Road, Sundervan Complex, Shastri Nagar, Andheri West
10th Floor
Mumbai, Maharashtra 400 053, IN
Employees at 55ip
Updates
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To effectively manage the impact of capital gains taxes, it's crucial to understand the various sources of these gains, no matter how a portfolio is structured. Read Ben Hood's second post in our “Understanding Capital Gains” series that delves into how to navigate the tax challenges of mutual funds, ETFs, SMAs and models. https://lnkd.in/e_gBgMNP And if you haven’t yet, check out the first post in the series, “Understanding Capital Gains: The First Step to Better After-Tax Outcomes”: https://lnkd.in/eip-Tn9k
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Did you know that the way you manage capital gains can significantly affect your clients' after-tax returns? Our new insights post, "Understanding Capital Gains: The First Step to Better After-Tax Outcomes," explores actionable strategies to help mitigate tax liabilities and optimize investment outcomes. Discover how to make more tax-smart decisions: https://lnkd.in/eip-Tn9k
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Meet Vinay Rao, a Business Intelligence Lead on our Platform Management and Strategy team who creates, measures and reports on data-driven metrics that provide strategic insight at 55ip! Based in New York, Vinay has been making waves at 55ip for just over a year. His favorite part about working here? The dynamic, agile atmosphere and the variety of projects he gets to tackle each day. Outside of work, Vinay is an avid traveler, passionate home cook and fan of murder mysteries! #MeetTheTeam #55ipEmployeeSpotlight #Fintech
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Understanding capital gains is the first step to bridging the gap between what portfolios return and what investors actually get. In our latest blog, "Understanding Capital Gains: The First Step to Better After-Tax Outcomes," Ben Hood, our VP of Platform Management & Strategy, dives into the nuances of capital gains taxes, from the basics of cost basis to the complexities of wash sales. It’s must-read for advisors looking to enhance their tax-smart strategies. https://lnkd.in/eip-Tn9k #CapitalGains #TaxSmartInvesting #FinancialAdvisors
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If you are heading to #SchwabIMPACT this week, reach out to our team to schedule a meeting: Michael Camp, Joe Kane, Dexter McAuley, William Weese. See how 55ip can help you break down barriers to financial progress. 55ip and Charles Schwab are not affiliated. All trademarks appearing herein are owned by their respective organizations.
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Mergers and acquisitions are complex, and over half of planned deals fall through, according to a Fidelity study. Precision and speed are crucial for successful account integration. Our Transition Services team guides advisors through every intricate step, for minimal disruption. Discover how in our latest case study: https://lnkd.in/eY8XXcEc Study: Fidelity Investments 2023 M&A Valuation & Deal Structure Survey - June 2023
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At 55ip’s Townhall meeting last week, teams from across the US and India came together to discuss our achievements so far in 2024, what we’re still working towards accomplishing this year and strategies for the future. We're grateful for this opportunity to unite and enhance our service to clients, their clients, the industry, and each other.