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55ip partners with SSG to deliver intelligent automated investment management to RIAs


55ip, an investment strategy engine that enables advisors to automate and custom-build investment strategies using quantitative capabilities, has partnered with Shareholders Service Group (SSG), a brokerage and advisory firm for independent investment advisers and their clients. 

Advisers using SSG will now be able to leverage 55ip’s modular investment capabilities to design or enhance their own adviser-branded investment strategies that address the most common frictions that get in the way of client outcomes – fees, taxes and risk of extreme losses.

“Partnering with SSG is a great opportunity for 55ip,” says Paul Gamble, CEO of 55ip. “SSG is known for their expertise and service and we’re excited to make our investment strategy engine seamlessly available through their offering for RIAs. In fact, we’re already seeing advisors using SSG bringing 55ip capabilities into their practices, which is fantastic so soon upon introduction.”

55ip helps advisers win new business with real-time investment analytics and prospect-level proposals that illustrate the potential impact of lowering fees, taxes and risk of extreme losses – instantly putting the advisor and the client on the same side of the table. 55ip’s investment strategy engine also aims to provide advisers with the optimal balance of ownership and automation in the design and management of their investment strategies, enhancing their investment management value proposition while also gaining efficiencies that allow them to focus on growing and scaling their practices. 55ip says its rebalancing algorithms are a great fit for advisors using SSG who want a more advanced rebalancing solution leveraging low-cost ETFs.

“Partnering with 55ip is one more way SSG is making sure RIAs have easy access to the most innovative advisor solutions,” says Dan Skiles, President of SSG. “55ip will be tremendously valuable for advisors who want to own their investment management strategies but also gain the efficiencies of automated investment management.”

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