Sign up to receive exclusive monthly wealthtech insights and interviews from our Chief Growth Officer, Jack Sharry. SIGN UP NOW

LifeYield Investors: Len Reinhart and Ian Sheridan, featured in InvestmentsNews Cover Story on VC Investing & LifeYield

By LifeYield | February 5, 2018 | Income Advantage

LifeYield makes it easy for advisers to serve clients at the household level, which reduces fees, commissions and taxes for the investor.  It hasn’t been done to this point because there was no technology to help the adviser do it.  It’s very complex and really needs technology to solve it.” Len Reinhart

Click here to read the full article via InvestmentNews.

 

About InvestmentNews
InvestmentNews is a leading source for news and analysis for the financial advisory community. Available through their weekly newspaper, website, events, newsletters, research, videos and webcasts. InvestmentNews, delivers their vast industry knowledge and editorial finesse to enlighten and educate the most influential financial advisors.
For more information, please visit: www.investmentnews.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.