55ip
Hours:
1 Liberty Sq Suite 200, Boston MA 02109
Hours
From 55ip
55ip is a tax-smart investment strategy engine that dramatically improves financial advisors’ efficiency and effectiveness. 55ip’s intuitive experience, intelligent automation, and ActiveTax Technology® elevate portfolio design and delivery. Advisors get the time savings of outsourcing, while retaining control of the decisions that make a difference for their clients. Clients get tax-smart, tailored investment portfolios that drive better outcomes.
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Boston, Massachusetts
