dan.benson
Acronym
55ip
Product ID
55ip-Investment-Strategy-Engine
Description

Automated investment science designed to reduce fees, extreme losses, and taxes.

Images
Image
55ip Screenshot
Features label
About this Product
Features

55ip's Investment Strategy Engine allows you to control or outsource all or part of the five primary investment management functions: fund selection, asset allocation, portfolio construction, tax management, and trading

Vendors
55ip
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Practice Management
Solution
Single Sign On
Ad Hoc Tags
DoubleClick Tags

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