Optimize and Differentiate Your Digital Strategy

API Integration for Enterprises

Incorporate LifeYield's Tax-Smart APIs into your own digital strategy

In today’s hyper-competitive environment, every financial firm–wealth manager, asset manager, insurance company, fintech provider, retirement plan provider–needs a strong differentiator.

Let LifeYield’s technology be yours. The race is on to help advisors improve investor outcomes and experience through a differentiated strategy. Incorporate LifeYield's powerful optimization tools into your enterprise digital strategy to gain market share, grow revenues, and create a competitive advantage.

Our API library makes it easy to integrate our proprietary income-optimizing technology into your own offering. Choose the level of integration that best fits your goals:

  • White-label our products for quickest deployment
  • Seamlessly blend our products into your own user experience
  • Or, unleash the full power of our technology with custom integration—letting you incorporate our Taxficient Score® into your client, advisor and wholesaler portals and reports, helping your proposals stand apart with comprehensive, tax-smart asset location ideas, or upgrading your back-office applications to enable tax-smart trading strategies

Which integration approach is right for you?


White-labeled Solutions

Offer our products and easy-to-use interface under your own brand.

Available for:

  • Portfolio Advantage
  • Income Advantage
  • Social Security Advantage
  • Taxficient Score®
  • Off-the-shelf simplicity
  • Lowest all-in cost
  • Fastest time to market
  • Minimal effort

Custom User Interface

Create a consistent user experience by customizing our interface to blend with your own.

Available for:

  • Portfolio Advantage
  • Income Advantage
  • Social Security Advantage
  • Taxficient Score®
  • Create a seamless brand experience with only a modest commitment of resources
  • Leverage more of the customization capabilities of our APIs
  • Outsource a significant share of development work to LifeYield

Full Customization and Platform Integration

Fully integrate LifeYield’s proprietary algorithms and technology into your own custom platforms and applications.

Available for

  • LifeYield Calculations
  • Taxficient Score®
  • Unlock the full potential of our APIs
  • Use LifeYield technology to populate information into your own apps and platforms
  • Enhance a wide range of front-, middle-, and back-office functions
  • Develop internally, or tap into LifeYield’s consulting and outsourcing resources

Ideal for:

  • Wealth Managers
  • Broker-dealers
  • Banks
  • RIAs
  • Full-service firms
  • Retirement plan providers
  • Advisor enablement
  • Direct-to-consumer applications
  • Fintech Companies
  • Back-office trading and processing guardrails

Strategic Relationships


A full suite of SaaS solutions that coordinate an entire household portfolio in a tax-smart way

Core Offerings

Targeted Solutions

Schedule a Demonstration

See how our Advantage Suite can help your advisors become specialists in tax-smart portfolio management—and the trusted advisor of choice for all of their client’s assets.

Book a Demo