About SEI LifeYield
LifeYield was acquired by SEI in December 2024.
Taxes are a linchpin to successful wealth accumulation and retirement income planning. SEI LifeYield’s daily mission is to minimize taxes for investors with revolutionary unified managed household (UMH) capabilities.
SEI LifeYield provides some of the largest financial services firms in the world with investment and technology solutions that implement and coordinate tax-efficient investing from accumulation throughout retirement using:
- Asset location
- Tax-loss harvesting
- Tax-efficient household portfolio management and rebalancing
- Tax transition services
- Withdrawal and income optimization across multiple household accounts
- Optimized Social Security benefits
Our solutions are available via API or a new Multi-Account Overlay solution with an easy-to-use interface and client-ready proposals and reports.
Our Vision
SEI LifeYield is guided by a deep understanding that:
- Taxes have an outsized effect on outcomes for investors and, ultimately, their financial security in retirement.
- Achieving “tax alpha” requires applying time-tested practices dynamically across all the accounts and holdings in household portfolios.
- The future of financial advice is UMH and multi-account investment management, which requires sophisticated digital tools and human advisors who can meet the needs of today’s investors.
Learn more about SEI and its technology, operations and asset management capabilities that connect the financial services industry.
As seen in:
Enterprise Solutions
With SEI LifeYield, financial firms incorporate one or more tax-smart or Social Security-optimizing APIs into their proprietary comprehensive advice platforms. SEI LifeYield technology measures the tax efficiency of a portfolio and suggests the next best actions in sequence for the advisor and client to take to improve after-tax returns.
The SEI LifeYield Technology Library includes:
Learn More
Jack Sharry, SEI LifeYield’s chief growth officer, hosts the popular weekly podcast, WealthTech on Deck. His guests are leaders from the financial services industry sharing their visions, strategies, and plans for the future of financial advice.