LifeYield helps advisors address 3 pressing concerns:
TAXES: INVESTORS’ SINGLE LARGEST EXPENSE.
We help clients avoid paying unnecessary taxes.
ANSWER THE MOST COMMON CLIENT QUESTION:
When to file for Social Security?
AFTER AGE 50, CLIENTS TEND TO CONSOLIDATE ASSETS.
We help advisors help clients avoid mistakes costing hundreds of thousands of dollars. We can help your advisors become the advisor of choice.
Household Portfolio Management:
The new model for improved financial outcomes and stronger advisor-client relationships
Transformative change is here. LifeYield technology is making it possible for advisors to manage all of a household’s financial accounts, across all life stages, on a single platform, even advising them on Social Security benefits—a true one-stop shopping experience. The Proposal Advantage Suite is a core component of this new, holistic approach. For the first time, we make it practical to optimize taxes across a client’s entire holdings.
THERE ARE ONLY A FEW WAYS TO IMPROVE INVESTOR OUTCOMES. MINIMIZING TAXES IS ONE.
“Leaders are deploying advanced, scalable technology architecture to improve the investor and advisor experience—and, importantly, financial results. They are doing this not just by using discrete products, accounts or tools, but through an integrated financial planning and household portfolio management approach.”
—Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, Money Management Institute, 2019.