Product Neutral: Works With Existing Products and Processes
LifeYield ROI™ and LifeYield Illustrator™ are designed to fit an advisor's:
- Existing business model
- Product selection and asset allocation methodology
- Client planning process
LifeYield ROI and LifeYield Illustrator are not financial planning tools and do not select asset allocations or specific securities. As software solutions they help 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 ROI 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 makes it simpler to execute.
Click here to set up a demonstration of LifeYield ROI and LifeYield Illustrator.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
LifeYield commissioned Boston Research Group to study what registered representatives think of LifeYield ROI™:
"LifeYield ROI™ 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