Announcing LifeYield Retirement Income Sourcing, the world’s first solution to portfolio decumulation at scale. Learn more here.

It’s time to manage household wealth as a household.

Technology to optimize asset location, make tax-smart withdrawals and maximize Social Security.

Schedule a Demo

Enterprise Solutions


In the News

illustration of a pie chartNext Stop: Multi-Account UMAs

Read More

tax alpha graphicGenerating Tax Alpha Takes Much More than Tax Harvesting

Read More

illustration of a targetSteer Clients to Semi-Retirement

Read More

illustration with calculator and check5 Things to Know if You Want to ‘Unretire’

Read More

Smart-householding in action

LifeYield looks across all accounts and holdings to show advisors how to improve overall tax efficiency, make intelligent withdrawals and maximize Social Security benefits for clients.

Supercharge your firm

Panel: Household Asset Location, Our Industry’s Next Big DisruptionPanel: Household Asset Location, Our Industry’s Next Big Disruption

Watch

Modern Wealth: The Roadmap to Improved Investor and Advisor OutcomesModern Wealth: The Roadmap to Improved Investor and Advisor Outcomes

Download

What’s Next in WealthTech Blog

5 Things to Know if You Want to ‘Unretire’

5 Things to Know if You Want to ‘Unretire’

Read More

A Social Security Secret: Divorced Spousal Benefits

A Social Security Secret: Divorced Spousal Benefits

Read More

Enterprise Relationships

enterprise relationships

enterprise relationships

What the experts are saying

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

Listen
Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo

Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo

Listen
Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

Listen
Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

Listen
Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

Listen
Maximizing Retirement Income with Steve Zuschin

Maximizing Retirement Income with Steve Zuschin

Listen

Questions about LifeYield?

LIVE Executive Panel:

Household Asset Location, Our Industry’s Next Big Disruption

Wednesday, October 28 at 1pm ET

REGISTER NOW

  • gavin spitznerGavin Spitzner
    President, Wealth Consulting Partners, LLC
  • damon deruDamon Deru
    Founder & CEO, AdvisorPeak
  • eric lordiEric Lordi
    Managing Director, Platform Development, Morgan Stanley
  • harry bartleHarry Bartle
    EVP, Enterprise Sales, LifeYield

Join industry titan Gavin Spitzner as he leads this panel of senior executives through a discussion on how they implement at the household level.

Book a Demo