55ip

Navigating the complexities of a merger or acquisition can be overwhelming, but it doesn't have to be. With 55ip and our innovative Multi-Account Assignment tool, we streamline the transition of multiple accounts into new portfolios, so your clients' coverage can remain uninterrupted, and tax impacts minimized. ? Dive into our latest case study, "When RIA Firms Merge, Time is Critical," to see how we've successfully supported RIA aggregator clients through these transitions.?https://lnkd.in/eY8XXcEc

According to a Fidelity study, M&A activity among advisors has surged by nearly 237% from 2019 to 2023, but along with the clear benefits, come many challenges during the integration process. In our new case study, read how our Transition Services team is designed to facilitate a precise and expedient integration of firms during acquisitions: https://lnkd.in/eY8XXcEc Fidelity Investments 2023 M&A Valuation & Deal Structure Survey - June 2023?

Curious about recent tax-loss harvesting opportunities and the estimated tax savings they helped generate? Take a look at our latest Tax Harvest Indicator for all the details: https://lnkd.in/eArQiveM

Market volatility is inevitable, but did you know that losses can potentially be capitalized on through tax-loss harvesting, providing a silver lining to market dips? Check out our guide that explains how automating the technique at scale seeks to provide portfolio value and free up more of an advisor's time.

A core element of our impactful client service is the seamless onboarding of advisors onto our platform. In a new Q&A, Ivis V., Integration Specialist at 55ip, explains how his team is key to setting advisors up for success at the start and onto the path of delivering better client outcomes. https://lnkd.in/euC9Kd_f

For our annual Service Week, our teams took their efforts outside of the office and into the community. In Boston, we volunteered at Community Servings to prepare meals for those with critical and chronic illnesses, and in India, we created STEM kits for children to boost fine motor skills, improve problem-solving, and discover a passion for science, technology, engineering. We believe it’s critical to make a positive impact in our office and our community!

Today, we kick off our annual Service Week which highlights the value service plays in building a strong advisory firm–spanning across clients, partners, employees and the community. To shed light on the client side, we sat down with our Integration Specialist, Ivis Varela, to get his views on the importance of his Integration Team for our clients. https://lnkd.in/euC9Kd_f

We're seeking motivated, customer-focused professionals to join our team and work directly with our clients! We have associate roles to support our growing advisor base, from onboarding to ongoing platform use, and VP-level positions to drive success with our enterprise relationships. Learn more about these exciting opportunities here: https://lnkd.in/ea3ktvtM

When considering a portfolio transition, advisors think about realized and unrealized capital gains, tax lots, and cost basis, while the end investor, more simply, thinks about what they owe to Uncle Sam. Read more about why our platform references specific tax liability and not just realized gains in our latest post: https://lnkd.in/eGJBiNNr #taxsavings #financialadvisors

Transitioning a portfolio usually involves realizing gains and generating tax bills. Hear from our Chief Product Officer, Swati Bairathi, about how our technology estimates both factors, answering main questions from the advisor’s perspective as well as the investor’s. https://lnkd.in/eE5nhwBY #taxsavings #financialadvisors