The Future of Financial Advice at T3: Multi-custodial Data, Optimization & Aggregation to Improve Advisor and Investor Outcomes
LifeYield and Riskalyze integrate to offer Taxficient Score® - Tax-smart, risk-smart household management that optimizes
multiple accounts, products and models.
to read the full article via InvestmentNews
LifeYield LLC is a transformative software company that helps forward-thinking financial firms, advisors, and investors make and keep more money. The Company's software takes a comprehensive view of investors' assets and provides simple tools to help minimize taxes and improve their financial health. The LifeYield Advantage Suite® of asset optimizing software programs includes Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance and technology industry experts, LifeYield is passionate about helping people live the retirement of their dreams. For more information, please visit www.lifeyield.com
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today use Riskalyze to align the world's investments with each investor's Risk Number. To learn more, visit www.riskalyze.com