LifeYield Launches Income Advantage to Help Investors Create a LifeYield Tax-Smart Retirement Income
Powerful New Tax-Smart Retirement Tool Available to All Current and New Subscribers of LifeYield’s Proposal Advantage Suite® and Taxficient...
In the News
Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
To download your copy of Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, please click the link below: 2019-MMI-Modern...
Product Update – April 2019 Release Notes
New Features: Income Advantage allows for an Advisor to request a withdrawal from one or many accounts, and get a tax-smart sell list...
LifeYield Announces Relationship With Mercer Advisors
Mercer Advisors begins utilization of LifeYield’s proprietary technology to support advisors and clients with sophisticated asset-location...
LifeYield Location Swaps Get the “Thumbs Up” from Riskalyze’s Aaron Klein in WealthManagement.com’s Fintech Report Card
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month. US...
Jud Mackrill, Carson CMO & Mineral Co-Founder, Joins LifeYield Advisory Board
Jud Mackrill, Chief Marketing Officer at Carson Group and Mineral Interactive Co-Founder Joins LifeYield Advisory BoardFinTech industry...
InvestmentNews Features LifeYield
LifeYield provides advisers a roadmap to optimize portfolio tax efficiency After determining a client is paying unnecessary taxes,...
LifeYield and Envestnet | Yodlee Partner
LifeYield Announces Partnership with Envestnet | Yodlee Financial firms and advisors can now harness the power of Envestnet | Yodlee...
EQIS to Offer Advisors LifeYield’s Social Security Advantage Tool
Advanced Social Security Optimizing Technology Enhances EQIS’s Offering BOSTON – December 17, 2018 – LifeYield LLC, a leading...