LifeYield ROI is designed to fit an advisor's:
LifeYield ROI is not a planning tool, a product or a platform. It's a software solution that optimizes the critical elements of the household portfolio management process and makes it easier to execute the plan and achieve the agreed upon objectives.
From tax free municipal bonds to taxable securities to 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 the plan with the client, LifeYield ROI makes the plan easy to execute.
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
Jefferies Selects LifeYield ROI for its Full Service Wealth Management Platform
February 1, 2010 | More »
Account Consolidation Leader, Albridge Solutions, Partners with LifeYield, LLC
January 19, 2010 | More »
LifeYield Hires Martin Cowley as Executive Vice President, Product Development
December 14, 2009 | More »