API Integrations
for Enterprises

Incorporate LifeYield’s tax-smart APIs into your firm’s technology platform.

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API documentation

LifeYield Portfolio Advantage® API

  • Pinpoint the tax-smart location for every asset in seconds.
  • Leverage the Taxficient Score® to measure and improve the tax efficiency of a client’s household portfolio on a scale of 0-100.
  • Quantify the benefit of dynamic asset location in dollars and cents.

Tax-loss Harvesting API

  • Take your firm’s tax-loss harvesting capabilities to the household-level.
  • Single-account tax-loss harvesting.
  • Multi-account tax-loss harvesting.

LifeYield Income Advantage® API

  • Make intelligent withdrawals from multiple accounts.
  • Determine which assets to withdraw in the right order to minimize tax drag across the portfolio.
  • Maintain the appropriate risk tolerance and asset allocation to avoid unnecessary rebalancing.

LifeYield Social Security Advantage® API

  • Calculate the optimal timing and filing strategy for each client to maximize their Social Security benefits.
  • Recommend a personalized strategy for each investor with custom scenarios, including how to fill income gaps in retirement.
  • Layer additional income to meet retirement goals beyond Social Security.

Enterprise Relationships

enterprise relationships

LifeYield APIs are ideal for:

The LifeYield Advantage Suite®

portfolio advantage

Give your advisors the tools to measure the tax efficiency of a client’s household portfolio with the Taxficient Score® and pinpoint the tax-smart location for every asset in seconds. Learn more

income advantage

Implement the technology to determine the most tax-efficient way to make withdrawals from single or multiple accounts. Learn more

social security advantage

Maximize filing strategies and financial benefits for investors as they approach retirement. Learn more

Questions about LifeYield?

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