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Product Update – April 2019 Release Notes

By LifeYield | April 26, 2019 | News
 

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.

AUTHOR LifeYield Posted: April 26, 2019
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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.