Portfolio Advantage

Out of 35 participating firms offering comprehensive advice, “only LifeYield addresses tax optimization in a comprehensive, cross-account way and quantifies the benefit for investors.”

Hearts&Wallets
The source for retail investor data & insights

Portfolio Advantage®

Find the tax-optimized location for every asset in seconds

With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings, and identifies the most tax-smart location for every asset.


Use Quick Proposal to Engage Prospects

Quick Proposal was designed to help you engage prospects and clients about the importance of Tax-Smart Asset Location. This digital brochure uses real tax rates and product balances to illustrate a potential Taxficient Score® and quantify the benefit in dollars. Most clients don’t understand how important it can be to have one Advisor coordinating their accounts, now you can offer more clarity of value.

Review Report


Calculate Your Clients’ Taxficient Score®

Use Portfolio Advantage to calculate your clients’ Taxficient Score. Their score gauges the overall tax-efficiency of their portfolios, instantly communicating the value of tax-smart portfolio management in a single, easy-to-understand number.
 

SUBSCRIBE TO PORTFOLIO ADVANTAGE TODAY.

Start helping your clients minimize taxes, boost after-tax returns and reach their retirement goals more easily.

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How Portfolio Advantage Works

Clients often own numerous assets scattered across different types of accounts. Usually, no one has ever tried to coordinate their tax implications.

With Portfolio Advantage, you simply determine the asset allocation that best fits your clients’ goals and risk tolerance.

Then, LifeYield's state-of-the-art technology—fully integrated with your own environment—looks through every asset in every account, and completes hours of optimization calculations in just seconds.

The result is a tax-smart asset location plan—placing assets with high tax rates in tax-advantaged accounts, and using taxable accounts for assets with low tax rates.

 

What Portfolio Advantage can do for you


Gain a competitive edge by offering a valuable service before it’s available through other advisors

Save time by performing optimization calculation in seconds instead of hours

Keep clients on track through continuous optimization whenever a household’s overall portfolio allocation changes—as when cash is invested or withdrawn, or markets move

Encourage clients to consolidate more assets with you to reap additional tax savings

Generate more leads with tools to engage and refer investors

Improve Your Client Outcomes by Using the Latest Software to Manage Risk and Reduce Taxes

Being risk and tax-smart are critical levers you can use to educate and delight clients. Download our white paper to learn how you can leverage the latest technology to manage risk and reduce taxes to help your clients keep more of what they earn, and land more referrals and new business for yourself in the process.

The LifeYield Proposal Advantage Suite®

Core Offerings

Targeted Solutions

Schedule a demo

Make sure your clients don’t pay higher taxes than they should.

See how the Proposal Advantage Suite can significantly enhance your clients’ after-tax investment returns.