Wednesday, February 8, 2023

InvestCloud Ties With 55ip

Los Angeles-based financial software developer InvestCloud said late Tuesday that it has tied with 55ip, a developer of "tax-smart" investment software. According to InvestCloud, the integration expands the products available to advisors using the company's software. The company says it has over 400 wealth management firms with over 25 million accounts on its platform. The link comes via InvestCloud's "Financial Supermarket" offering. InvestCloud is led by CEO Cheryl Nash.