Press Release: 55ip : Driven by Increasing Advisor Demand for Tax Efficiency and Personalization, 55ip Experienced Record Growth in 2022

BOSTON--(BUSINESS WIRE)--55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, released 2022 year-end overall results, revealing the company saw record performance for the year across all critical metrics. The growth was fueled strategically and environmentally, as market conditions last year put a spotlight on the value to advisors that 55ip was designed to provide. The 2022 resulting tax savings benefit for model portfolios of ETF