LifeYield Is Now SEI LifeYield
Together, we are building the industry’s most comprehensive Unified Managed Household experience to help advisors grow and investors thrive.
What is a Unified Managed Household?
The evolution from single-account management to multi-account portfolio management that aims to improve outcomes by minimizing tax drag.
Single account tax management is a start.
Multi-account tax management could increase after-tax returns by up to 33%*
SEI 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 SEI LifeYield tax optimization technology.
*Methodology validated by EY.
For illustrative purposes only. Not to be considered investment advice.
Industry-leading household tax management APIs
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Asset Location
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Multi-Account Rebalancing
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Tax-Smart Withdrawals
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Tax Harvesting
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Social Security+
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Retirement Income Sourcing
WealthTech on Deck podcast
How top firms and executives are building WealthTech platforms of the future
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
- Gavin Spitzner
President, Wealth Consulting Partners, LLC - Damon Deru
Founder & CEO, AdvisorPeak - Eric Lordi
Managing Director, Platform Development, Morgan Stanley - Harry 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.