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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

Understanding Financial Health for Better Financial Planning with Reese Harper

Understanding Financial Health for Better Financial Planning with Reese Harper

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Making Retirement Easier Through Lifetime Income Solutions with David Blanchett

Making Retirement Easier Through Lifetime Income Solutions with David Blanchett

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The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham

The Challenges of Generating Organic Growth in Wealth Management with Steve Gresham

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Making news

illustration with descending bar chartFuture Returns: Is Your Portfolio Dragged Down by Taxes?

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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.