New Features:
- Income Advantage allows for an Advisor to request a withdrawal from one or many accounts, and get a tax-smart sell list that will help with:
- Minimize drift from the target allocation
- Location Optimization
- Minimize Taxes / Harvest Losses
Want Access? Current subscribers can upgrade here or reach out we’ll get you taken care of.
Not a subscriber yet? Schedule a Demo with a product specialist here.
New Look:
Navigation
-
- You can now log into your LifeYield account and get directly to the Quick Proposal, without ever needing to pull up a portfolio list or search for a client.
- The Quick Proposal is designed as a digital brochure, to help you establish and quantify the importance of coordinating and consolidating all assets (with you).
Social Security Advantage
-
- Updated (larger) chart
- Updated editing screens
Integrations:
-
- Custodial Integrations; Enhanced to include cost basis, allowing IA to do Tax Harvesting
To log in to your LifeYield account, click here.
If you have questions please don’t hesitate to contact us.