What is 55ip - CRM Partner | FindMyCRM?

55ip was founded by a team of leading academics, researchers and technologists aiming to improve financial outcomes for everyone by democratizing access to modern investment science. Improve potential client wealth outcomes by controlling investment costs, taxes and risk. Optimize your time and value to prioritize what matters most – your clients. Build your brand by retaining ownership of your investment process. 55ip is a tax-smart investment strategy engine that dramatically improves financial advisors’ efficiency and effectiveness.