LifeYield ROI is a tax-smart, product neutral investment management solution that enables advisors to, build, maintain, and manage portfolios in a unified managed household (UMH). It helps financial advisors significantly increase after tax returns and income for their clients, which results in more asset gathering for the advisor. LifeYield ROI:
Through all phases of a household portfolio's lifecycle, LifeYield ROI minimizes taxes, maximizes after tax returns and income, and maintains desired asset and product allocations.
LifeYield ROI is a web-based unified managed household (UMH) trade order generation system that optimizes tax-smart accumulation and withdrawals, generating greater after tax returns and more income for the client. It allows advisors to be more efficient and effective and creates a stronger advisor value proposition, which results in more assets under management.
LifeYield ROI is product neutral. It's not a planning tool and it doesn't make asset or product allocation suggestions. As an advisor, you do that. LifeYield ROI helps an advisor execute the plan by generating trade suggestions in a tax-smart way so that the outcome is improved asset growth and income are optimized.
By putting securities in the best location whether they are taxable or tax-advantaged accounts and by selecting the optimal securities to sell to minimize short term capital gains and ordinary income taxes, LifeYield ROI makes trade suggestions that maximize asset growth and produce more after-tax income, while maintaining the desired household asset allocation. LifeYield ROI also ensures federally mandated minimum required distributions (MRD) are met when applicable.
"LifeYield ROI is the missing link for advisors to optimize client household asset management plans in an efficient and effective way. It's a breakthrough solution."
Len Reinhart, Founder, Lockwood Family of Companies
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 »