Product Neutral: Works With Existing Products and Processes

LifeYield is designed to fit an advisor's:

  • Existing business model
  • Product selection and asset allocation methodology
  • Client planning process

LifeYield is not a financial planning tool and does not select asset allocations or specific securities. As a software solution it helps simplify and optimize the plans and objectives you have agreed upon with your clients.

From managed accounts to tax-free municipal bonds to taxable securities, ADRs, ETFs, mutual funds, and almost everything in between, LifeYield consumes all types of assets and products and optimizes the results. It also accommodates guaranteed income sources such as annuity, pension and Social Security income.

You make a plan with the client, LifeYield helps execute it in an optimal way.

Click here to set up a demonstration of LifeYield

LifeYield's Tax-Smart Software

It's not what you earn, but what you keep

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What People Are Saying

LifeYield commissioned Boston Research Group to study what registered representatives think of LifeYield:

"LifeYield falls into a niche I haven't seen filled yet. I use another product that helps in the planning process, but doesn't help once clients are in the distribution phase. This is definitely a cutting-edge solution."

— Capital Analysts Advisor

News & Events

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LifeYield Advantage Suite Surpasses 75,000 Advisor and Investor Users
February 06, 2017 | More »

Turning Lemons into Lemonade: DOL Requirements Create Win-Win
October 13, 2016 | More »

LifeYield Announces Enhancements to Social Security Advantage
October 11, 2016 | More »