About Us

LifeYield, LLC is a technology solutions provider with a mission to provide financial advisors with the best actionable solutions available for managing a household's multiple taxable and tax-advantaged accounts.

LifeYield's Management Team has a successful history of delivering innovative investment product, program, platform and portfolio optimization solutions. Noteworthy achievements by the LifeYield principals include the founding of Lattice Trading in 1991, a highly scalable advanced Alternative Trading System (ATS) that integrates order-matching with order-routing and which was purchased by State Street Global Advisors in 1996, Upstream Technologies, an advanced portfolio management optimization and trading system, which was purchased by CheckFree Services Corp., now Fiserv, in 2007, and the first of its kind guaranteed income program on an a unified managed account, which was launched by Lockwood/Pershing Managed Accounts Solutions in 2008.  More »

LifeYield's Advisory Board is a diverse, highly experienced and knowledgeable group of industry thought leaders with deep experience in the fields of business, finance, economics, research, academia and technology.  More »

LifeYield's Partners are companies and organizations that promote best practices within the financial advisory sector. LifeYield teams with those entities it believes are symbiotic in helping LifeYield customers to promote their advisory practices.  More »

LifeYield's Tax-Smart Software

It's not what you earn, but what you keep

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What People Are Saying

"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."

Chris Davis, President, Money Management Institute

News & Events

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LifeYield Advantage Suite Surpasses 75,000 Advisor and Investor Users
February 06, 2017 | More »

Turning Lemons into Lemonade: DOL Requirements Create Win-Win
October 13, 2016 | More »

LifeYield Announces Enhancements to Social Security Advantage
October 11, 2016 | More »