FinFolio - 55ip

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


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

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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.


About 55ip

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



Top features:

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