LifeYield Is Now SEI LifeYield

Together, we are building the industry’s most comprehensive Unified Managed Household experience to help advisors grow and investors thrive.

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What is a Unified Managed Household?

The evolution from single-account management to multi-account portfolio management that aims to improve outcomes by minimizing tax drag.

Graphic showing the different components of Unified Managed Household (UMH)

The Solution

Single account tax management is a start.

Multi-account tax management could increase after-tax returns by up to 33%*

SEI LifeYield Tax-Smart Multi-Account Management on a Portfolio of $2MM

Hypothetical illustration of a couple with $2 million in combined assets, ages 57 and 60, and assuming deaths at ages 93 and 90, respectively. Chart compares the couple’s returns by year when their taxable and tax-qualified accounts are managed individually vs. when they’re managed at the multi-account, household level using SEI LifeYield tax optimization technology.

*Methodology validated by EY.

For illustrative purposes only. Not to be considered investment advice.

Read EY’s Validation