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55ip Tax Technology

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About this Product

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Proprietary algorithms drive automated tax management capabilities:
  • Tax-Loss Harvesting-Automated, year-round with reduced tracking error 
  • Transition Management-Automated budgeting, planning, monitoring
  • Withdrawal-Withdraw capital with lower portfolio distortion

About 55ip

Our Mission The mission of 55ip is to democratize access to industry-leading investment science through technology to give advisors the capabilities put cutting-edge investment solutions into practice, driving better outcomes for their clients. Our Philosophy We believe the world has too many investment products, but not enough capabilities for advisors to implement intelligent strategies using these products. As such, we launched 55ip to bring automated investment management, rooted in contemporary investment science, into the hands of advisors everywhere to save them time as they mitigate the most common frictions that get in the way of client outcomes – high fees, extreme losses and taxes.

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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.