Thanks to this integration, you can seamlessly leverage 55ip to:
- Implement investment strategies automatically optimized for available no-transaction fee “NTF” funds
- Model strategies for clients and prospects to see where you can lower fees, risk of extreme losses and taxes
- Automate proprietary tax loss harvesting algorithms for active tax management, portfolio transition, and/or withdrawal Tax Managed Investing
- Implement dynamic, automated, proprietary rebalancing algorithms Risk Management
- Generate customized, advisor-branded, client-facing proposals
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Learn about the power of 55ip through a 30 minute one-on-one demo with your own sample portfolio or contact us directly.
To activate your Veo client data with 55ip, contact 55ip Client Relations at 617-960-9569 or firstname.lastname@example.org.
TD Ameritrade, Inc. and 55ip are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of 55ip’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by 55ip. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.