Get exclusive updates as we build the industry’s first automated, multi-account Unified Managed Household. SIGN UP NOW

LifeYield mentioned in The Financial Revolutionist

By LifeYield | July 11, 2017 | News

New York, July 7, 2017– LifeYield has been mentioned by The Financial Revolutionist in its weekly briefing, No. 88, as one of the most interesting financial innovation stories.

“In LifeYield’s case, the team’s experience (which also includes several start-ups) appears to have enabled the company to offer software solutions for the financial complexities that life brings with time. Several of the nation’s largest private banks and brokerages agree, as the company has built an enviable client roster that most enterprise fintech startups could only dream about.”

To read more, click here.

 

About The Financial Revolutionist
The Financial Revolutionist offers a unique perspective on the week’s most important fintech news, blogs, and web content. For more info, please visit- https://www.thefinancialrevolutionist.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.
SEI LifeYield  |  175 Federal Street, 7th Floor  |  Boston, MA 02110
© 2024 SEI®. Services provided by SEI Investments Company through its affiliates and subsidiaries.  |  Privacy Policy  |  Terms of Use
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.