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

LifeYield APIs are ideal for:

Wealth managers

Broker-dealers

Banks

RIAs

Record keepers

Direct-to-consumer applications

FinTech companies

Access our API documentation

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