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SEI LifeYield Multi-Account Overlay

A revolutionary unified managed household (UMH) solution for the financial services industry.

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Arm advisors with technology to generate tax alpha

Investors are hungry for smarter tax-planning advice, but the industry has struggled to deliver it efficiently and comprehensively – until now.

The SEI LifeYield Multi-Account Overlay breaks new ground as a solution that seamlessly integrates tax planning into holistic financial planning and portfolio management. That means moving beyond account-by-account strategies and adopting tax minimization techniques across the entire household.

The SEI LifeYield Multi-Account Overlay enables advisors to:

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Deliver on the promise of financial planning

Implement your financial plan as designed, at the household level, to reduce tax exposure and increase long-term growth, while minimizing inefficiency and manual coordination.

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Let numbers tell the story

Estimate for investors the lifetime value of tax-smart practices applied across a household portfolio of taxable and tax-advantaged accounts.

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Keep household assets aligned to clients’ goals and risk tolerance

Multi-account rebalancing automatically executes tax-smart rebalancing across a household portfolio—or an entire book of business.

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Optimize retirement income

The SEI LifeYield Multi-Account Overlay includes the capability to recommend the optimal Social Security filing strategy, account sequences, and amounts to maximize retirement income.

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Attract more assets and clients

Demonstrate the potential difference in basis points when tax-smart, multi-account portfolio management is applied to held-away assets, helping improve household outcomes and accelerate advisor business growth.

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Accelerate your long-term technology plan

Integrate the multi-account overlay components into your proprietary tools via API or use our new, ready-made overlay solution, which has an easy-to-use interface and produces client-ready proposals and reports.

The SEI Multi-Account Overlay takes the movement toward UMH from a stroll to a sprint.

Solution Guide

Industry-leading household tax management APIs

Get started with the SEI LifeYield Multi-Account Overlay

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SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.