Sign up to receive exclusive monthly wealthtech insights and interviews from our Chief Growth Officer, Jack Sharry. SIGN UP NOW

Conquer tax drag

with tax-smart technology that grows client assets, optimizes retirement income, and increases firm revenue

Learn More

Schedule a Demo

Trusted by

first group of enterprise relationship logos
second group of enterprise relationship logos
third group of enterprise relationship logos
fourth group of enterprise relationship logos
fifth group of enterprise relationship logos
first group of enterprise relationship logos - stacked
second group of enterprise relationship logos - stacked
third group of enterprise relationship logos - stacked
third group of enterprise relationship logos - stacked

Single account tax management is a start.

Multi account tax management increases after-tax returns by up to 33%*

LifeYield Tax-Smart Multi-Account Management on a Portfolio of $2MM


Hypothetical illustration of a couple with $2 million in combined assets, ages 57 and 60, and assuming deaths at ages 93 and 90, respectively. Chart compares the couple’s returns by year when their taxable and tax-qualified accounts are managed individually vs. when they’re managed at the multi-account, household level using LifeYield tax optimization technology.

*results validated by EY

Case studies

How firms consolidate assets, grow AUM and revenue, and automate time-intensive tax management.

Graphic cover of SEI Case study

Prominent Technology, Operations and Investment Solutions Provider Chooses LifeYield

Download

Graphic cover of Morgan Stanley Case study

Morgan Stanley Puts its Chips Down on Comprehensive Wealth Management

Download

Graphic cover of Allianz study

Allianz Knows Social Security Helps Unlock Many Doors

Download

Industry-leading portfolio tax management APIs

WealthTech on Deck podcast

How top firms and executives are building WealthTech platforms of the future

Embracing Change and Innovation in Wealth Management with Jay Link

Embracing Change and Innovation in Wealth Management with Jay Link

Listen
WealthTech in the Weeds with Roger Paradiso

WealthTech in the Weeds with Roger Paradiso

Listen
The Next Frontier in Financial Advice with Darren Tedesco

The Next Frontier in Financial Advice with Darren Tedesco

Listen

Making news

illustration with descending bar chartFuture Returns: Is Your Portfolio Dragged Down by Taxes?

Read More

illustration with life preserver and waterKen Dychtwald Explains Why Advisors Are In The Business Of Saving Lives

Read More

illustration with medical maskWhat Covid Taught Us About The Future Of Financial Advice

Read More

illustration with social security card and silhouettes of an adult and childrenSocial Security Isn’t Just For The Retired

Read More

Make comprehensive tax alpha and retirement income your competitive advantage

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.