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The Future of Financial Advice at T3: Multi-custodial Data, Optimization & Aggregation to Improve Advisor and Investor Outcomes

By LifeYield | February 9, 2018 | Portfolio Advantage

LifeYield and Riskalyze integrate to offer Taxficient Score® – Tax-smart, risk-smart household management that optimizes multiple accounts, products and models.

Click here to read the full article via InvestmentNews.

 

About Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today use Riskalyze to align the world's investments with each investor's Risk Number. To learn more, visit www.riskalyze.com.
About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.
AUTHOR LifeYield Posted: February 9, 2018
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