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FinTecBuzz

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InvestCloud Partners With 55ip

InvestCloud Partners With 55ip

February 8, 20234 min

55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, today announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology into the InvestCloud Financial Supermarket™. The integrated offering expands the products, strategies and tax optimization options available to advisors to seamlessly discover and add...

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55ip Announces Integration with Schwab Advisor Services™

Investment Platforms

55ip Announces Integration with Schwab Advisor Services™

January 17, 20203 min

Tech Integration Adds Single Sign-On Capabilities Connecting 55ip Investment Strategy Engine to Schwab Advisor Center, Enabling Advisors to Deliver Custom, Tax-Managed Models at Scale.

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