Paul went on to say that 55ip has filled this gap by creating a platform that allows advisors to build and maintain their model at scale with their fingerprint on it, or create models like the ones they would potentially buy, but then customize these further at the client level.
Integrations
55ip currently has the ability to deliver services on
Fidelity
,
TD Ameritrade
,
Schwab
,
Pershing, Raymond James