Jefferies Selects LifeYield ROI™ for its Full Service Wealth Management Platform

BOSTON, MA, February 1, 2010 – A software developer for wealth managers, LifeYield, LLC, announced today that the Wealth Management Division of Jefferies & Company, Inc. has selected LifeYield ROI™ to provide its patent pending wealth management technology to Jefferies' full service wealth management platform.

Jefferies Wealth Management offers customized investment strategies and access to innovative products and ideas to ultra-high net worth clients. The firm has built an industry leading wealth management platform powered by innovative technologies that provide for greater efficiencies and a better client experience.

As a critical element in the wealth management process, LifeYield ROI views all of the assets in a household and suggests the most tax-efficient method to accumulate and withdraw taxable and tax-advantaged assets across an entire household. LifeYield ROI automates many labor-intensive, complex and time-consuming tasks involved in managing a full household, while minimizing ordinary and capital gains taxes, as well as maintaining a client's desired asset allocation.

LifeYield ROI is a first of its kind service for clients, which provides a more efficient, consistent and effective Family Office investment service. A recent independent study by Ernst & Young found that LifeYield ROI can produce up to 20% more after-tax income over a 25-year period.

"We are pleased to provide Jefferies with a unique solution to support their Wealth Managers in delivering better results, a better experience and a more complete service to their clients," said Mark Hoffman, CEO and Founder of LifeYield, LLC. "We are excited to be an integral part of Jefferies' overall Wealth Management solution."

About LifeYield, LLC

LifeYield builds software solutions for advisors to increase investment returns and income distributions. A web-based, unified managed household (UMH) solution, LifeYield ROI™ suggests the most tax-efficient sequence to grow and withdraw assets across multiple taxable and tax-advantaged accounts while automating time-consuming tasks. The company's mission is to provide financial advisors, including trust officers, brokers and wealth managers, with leading edge solutions for generating an enhanced and sustainable outcome during the accumulation and de-cumulation phases of an investor's lifetime. For more information, please visit: www.lifeyield.com.

« Back to News & Events

LifeYield ROI™

• What We Do
• Where We Fit

• How It Works
• Who We Are

Request a Demo of LifeYield ROI

 1   2   3   4