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
LifeYield APIs are ideal for:
Wealth managers
Broker-dealers
Banks
RIAs
Record keepers
Direct-to-consumer applications
FinTech companies
The LifeYield Advantage Suite®
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
Implement the technology to determine the most tax-efficient way to make withdrawals from single or multiple accounts. Learn more
Maximize filing strategies and financial benefits for investors as they approach retirement. Learn more