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Conquer tax drag

with tax-smart technology that grows client assets, optimizes retirement income, and increases firm revenue

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Single account tax management is a start.

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

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 LifeYield tax optimization technology.

*results validated by EY

Case studies

How firms consolidate assets, grow AUM and revenue, and automate time-intensive tax management.

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Prominent Technology, Operations and Investment Solutions Provider Chooses LifeYield

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Morgan Stanley Puts its Chips Down on Comprehensive Wealth Management

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Allianz Knows Social Security Helps Unlock Many Doors

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Industry-leading portfolio tax management APIs

WealthTech on Deck podcast

How top firms and executives are building WealthTech platforms of the future

Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman

Tax-Smart Strategies for Maximizing Retirement Income with Paul Samuelson and Mark Hoffman

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The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham

The Evolution and Resurgence of SEI with Ryan Hicke and Sean Denham

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Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow

Public Relations and Credibility Marketing with Jimmy Moock and Elena Krasnow

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Make comprehensive tax alpha and retirement income your competitive advantage

LIVE Executive Panel:

Household Asset Location, Our Industry’s Next Big Disruption

Wednesday, October 28 at 1pm ET

REGISTER NOW

  • gavin spitznerGavin Spitzner
    President, Wealth Consulting Partners, LLC
  • damon deruDamon Deru
    Founder & CEO, AdvisorPeak
  • eric lordiEric Lordi
    Managing Director, Platform Development, Morgan Stanley
  • harry bartleHarry Bartle
    EVP, Enterprise Sales, LifeYield

Join industry titan Gavin Spitzner as he leads this panel of senior executives through a discussion on how they implement at the household level.