Differentiate Your Firm
Taxes reduce investment returns. LifeYield can help your advisors minimize their clients’ tax burden so they keep more. LifeYield Portfolio Advantage is easy-to-use, multi-account, tax-smart portfolio software that looks across all of a client’s household accounts and identifies the tax-optimal location for every asset. This tax benefit can really add up, clearly demonstrating the initial and ongoing value of your comprehensive, client-focused approach.
 

Easily Solve a Complex Problem
Manually investing assets across multiple accounts while accounting for taxes is time consuming, highly complex, and potentially costly. It requires daunting calculations and projections about market returns, income, dividends and tax rates to achieve optimal after-tax results.

 
Advisors could spend hours trying to reduce their clients’ investment taxes, OR
Give your firm a competitive edge and let LifeYield Portfolio Advantage do the work in seconds.
LifeYield Portfolio Advantage instantly calculates the optimal account location for each asset across multiple accounts.

 
Clients want to achieve their investment goals
Advisors and clients work together to determine a target asset allocation and select products
Advisors can help clients minimize their tax burden to maximize returns by putting LifeYield Portfolio Advantage to work to determine tax-smart asset location
LifeYield’s state-of-the-art technology completes hours of optimization calculations in just seconds.

LifeYield Portfolio Advantage implements a tax-smart asset location plan. All assets are distributed into the most efficient accounts allowing clients to benefit from the optimal tax-minimization strategy.
Advisors Offer Clients Better Outcomes
MORE MONEY OVER TIME
After-tax returns are what really matter. Optimal location of assets can make a very big difference on investment returns, so it’s important to get it right.

LifeYield Portfolio Advantage lets advisors forecast improved outcomes for clients and prospects in dollars, basis points and percent improvement. It also gives advisors alerts and tools to monitor portfolios, so they can tune up their clients’ portfolios and keep them on the right tax track.
Help Advisors Keep Clients on Track

LifeYield Portfolio Advantage serves as the bridge between the target allocation and optimal implementation of the entire household portfolio. And, every time there is a change in a household’s overall portfolio allocation, when cash is invested or withdrawn, or markets move, LifeYield Portfolio Advantage can optimize the entire portfolio across all accounts in the most tax-efficient manner.

Demonstrate a Competitive Edge
With LifeYield Portfolio Advantage, your advisors can show clients and prospects the projected benefit of investing in a tax-optimized manner – upfront. LifeYield Portfolio Advantage displays enhanced outcomes in your choice of dollars, basis points and percentage improvement. This quantifiable benefit helps advisors demonstrate how they add value while increasing the opportunity to consolidate and manage held away assets, strengthening client relationships and boosting referrals.

Provide the Highest Level of Service

LifeYield Portfolio Advantage can help your firm meet the proposed Department of Labor fiduciary guidelines by helping you identify and manage more of each client’s assets and accounts in a quantified, tax-optimized way. This is a vitally important component in justifying decisions regarding IRA roll-overs under the potential DOL fiduciary regulations.

LifeYield also offers LifeYield Income Advantage for a tax-optimized withdrawal strategy and LifeYield Social Security Advantage to help clients get the most out of their benefits.
LifeYield helps advisors generate leads

We support your firm’s account acquisition efforts with valuable lead generation tools. Investors answer a few simple questions, discover how much more they can make and keep, and are directed to your advisors for a plan to get more out of their assets.
Find Out More

Help your advisors stand out in a fast-changing marketplace by helping their clients make more and keep more. Contact Us to learn how.