BOSTON, Jan. 15, 2019 /PRNewswire/ -- 55ip, an investment strategy engine that enables advisors to automate and custom-build investment strategies using industry-leading investment science, today announced its partnership with FinFolio, the fastest growing portfolio management software that advisors love to use. With this integration, advisors using FinFolio will be able to leverage 55ip's proprietary capabilities to design or enhance their own advisor-branded investment strategies that address the most common frictions that get in the way of client outcomes – fees, risk of extreme losses, and taxes.
"Advanced technology is critical for wealth advisors to grow their practices and better serve clients," said Paul Gamble, CEO of 55ip. "55ip enables advisors to design and deliver intelligent investment strategies, customized across their entire base at scale. FinFolio is the software platform of choice that leading advisory firms use to manage the key aspects of their practices. Our capabilities fit extremely well together and our integration will help advisors grow while meeting the unique investment needs of their clients."
55ip helps advisors win new business with real-time investment analytics and prospect-level proposals that illustrate the potential impact of lowering fees, risk of extreme losses, and taxes – instantly putting the advisor and the client on the same side of the table. 55ip's investment strategy engine also provides advisors the optimal balance of control and automation in the design and management of their investment strategies, enhancing their investment management value proposition while also gaining efficiencies that allow them to focus on growing and scaling their practices.
"FinFolio helps RIAs and broker dealers scale with best-in-class performance reporting, fee billing, client access and firm analytics," said Matt Abar, CEO of FinFolio. "Our new partnership with 55ip allows our advisors to further automate their back-office functions and focus more on winning new business."
The 55ip integration is now live for advisors using FinFolio, and information about this integration can be found at www.finfolio.com/55ip.
55ip is an investment strategy engine that provides financial advisors and wealth managers the capabilities to build intelligent, custom models for their clients through a digital, advisor-branded platform. 55ip's proprietary investment science addresses the common frictions that get in the way of client outcomes – high fees, extreme losses, and taxes. It offers an automated investment management process so advisors can save time and focus on growing and scaling their practices. All advisory services are provided by 55I, LLC, a SEC registered investment advisor. More information is available at https://www.55-ip.com.
FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthapi.io), trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial advisor's back office. FinFolio's clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit www.finfolio.com.