About Us
LifeYield, LLC is a technology solutions provider with a mission to provide financial advisors with the best actionable solutions available for managing a household's multiple taxable and tax advantaged accounts.
LifeYield's Management Team has a successful history of delivering innovative investment product, program, platform and portfolio optimization solutions. Noteworthy achievements by the LifeYield principals include the founding of Lattice Trading in 1991, a highly scalable advanced Alternative Trading System (ATS) that integrates order-matching with order-routing and which was purchased by State Street Global Advisors in 1996, Upstream Technologies, an advanced portfolio management optimization and trading system, which was purchased by CheckFree Services Corp., now Fiserv, in 2007, and the first of its kind guaranteed income program on an a unified managed account, which was launched by Lockwood/Pershing Managed Accounts Solutions in 2008. More »
LifeYield's Advisor Solutions Group works closely with Financial Advisors and Registered Investment Advisors to provide tax-smart household management solutions that help achieve better after-tax returns for their clients. Our team of dedicated professionals has extensive experience in the financial services and technology sectors and understands advisors' best practices and the issues they face. More »
LifeYield's Advisory Board is a diverse, highly experienced and knowledgeable group of industry thought leaders with deep experience in the fields of business, finance, economics, research, academia and technology. More »
LifeYield's Partners are companies and organizations that promote best practices within the financial advisory sector. LifeYield teams with those entities it believes are symbiotic in helping LifeYield customers to promote their advisory practices. More »
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."
Chris Davis, President, Money Management Institute