Product Neutral: Works With Existing Products and Processes
LifeYield ROI™ is designed to fit an advisor's:
- Existing business model, product selection and asset allocation methodology
- Client planning process
LifeYield ROI is not a planning tool, a product or a platform. It's a software solution that helps optimize the critical elements of the household portfolio management process and makes it easier to execute the plan and achieve the agreed upon objectives.
You Pick the Products, We Optimize the Results
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.
LifeYield ROI Factors in Guaranteed Income Sources
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 easier to execute.
LifeYield ROI™
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