55ip is a financial technology company whose purpose is to break down barriers to financial progress. Financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
Episodes
Recent Posts
- 131 AI, Machine Learning, and Quantum Computing in Insurance
- 130 Building For Equity: Meet the Girls For Technology Program Finalists
- 129 Advancing Digital Capabilities and Retiretech with Jack Sharry, LifeYield
- 128 Generative AI and the Future of the Insurance Industry
- 127 TalentBridge23: The Mentorship Mix
- 126 The Future of Business: How Innovation Can Drive Success with Bobbie Collies
- 125 Redefining Longevity Intelligence with LiST
- 124 TalentBridge23: Celebrating Spectacular Failures
- 123 TalentBridge23: Components for Success
- 122 TalentBridge23: Building The Foundation
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