Unified Managed Household: A Cornerstone Need

While many advances in tax efficient investing and income management have been made, one thing is clear: in order to most effectively manage the asset accumulation and de-cumulation process, an advisor needs a more comprehensive and complete view of a client's holdings.

Based on the idea of a Family Office, the better an advisor is able to see the full range of accounts and products a client owns, the more optimal results the advisor can provide. This full view and ability to execute tax-smart transactions to achieve client objectives is a transactional unified managed household or UMH. This value proposition can bolster an advisor's asset gathering efforts.

LifeYield ROI™ enables an advisor to link a client's multiple taxable and tax-advantaged accounts together to create a unified management household (UMH). LifeYield ROI maintains those households and allows advisors to efficiently manage and report on each UMH. As a client consolidates additional accounts with an advisor, LifeYield ROI easily provides for adding the accounts to a client's existing UMH.

LifeYield ROI enhances an advisor's ability to maximize asset growth and generate more income for clients in less time. And by providing greater value to clients, this comprehensive approach can result in retaining, gathering and consolidating more assets.

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