55ip, an investment strategy engine that enables advisers to automate and custom-build investment strategies using quantitative capabilities, is now available on CircleBlack, a multi-aggregation wealth management platform.
CircleBlack adviser clients will be able to design or enhance investment strategies and address the most common frictions that get in the way of client outcomes – fees, risk of extreme losses and taxes. Advisers will also be able to customise tax managed index strategies that replicate a selected equity or bond index exposure applied via sector ETFs with tax management.
“No two advisory firms are exactly the same. They each have their own unique needs and growth challenges,” says Paul Gamble, CEO of 55ip. “We created 55ip as an intelligent investment strategy platform to help advisors grow and scale their businesses, while providing customised value to clients. CircleBlack shares this vision and deeply understands the advisor’s business. We’re excited about the partnership and the synergies between the platforms that will be an immense value-add for CircleBlack’s clients.”
“At CircleBlack, we’re committed to bringing advisors the most intuitive, comprehensive technology hub in the marketplace – and that means partnering with the industry’s leading solution providers,” says John Michel, CEO of CircleBlack. “We’re proud to partner with 55ip to make their sophisticated quantitative capabilities accessible to advisors using CircleBlack.”