FinFolio - 55ip

Report, bill and automate trading at the custodian of your choice

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55ip’s investment strategy engine empowers advisors to deliver your own investment strategies managed with intelligent algorithms, freeing time to build on your relationships with clients.

FinFolio advisors can leverage 55ip to:

  • Enhance or design investment strategies for clients and prospects while optimizing for lower fees, risk of extreme losses and taxes
  • Automate proprietary tax loss harvesting algorithms for active tax management, portfolio transition, and/or withdrawals
  • Implement automated, rebalancing algorithms with trade execution
  • Generate customized, client-facing proposals

Learn More

 

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About FinFolio

FinFolio is the portfolio management software that advisors love to use. Report, bill, trade and host mobile-friendly client portals, all with a single app.

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About 55ip

55ip's modern investment science and disruptive tax technology empower advisors with a differentiated investment story and intelligent automation. 

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Features

Top features:

  • Custom, tax optimized portfolio allocations
  • Tax loss automation
  • Auto sync, no manual entry
  • Avoid costly trading errors
  • Fully automate trading