Introducing the LifeYield Multi-Account UMA Tax Overlay. Learn more here.
LifeYield Asset Location

LifeYield Asset Location

Reduce tax drag across a household portfolio, then quantify the benefit in dollars.

Make tax efficiency your competitive advantage


increase

Instantly improve tax efficiency

Our proprietary asset location algorithm scans all accounts in a household portfolio and pinpoints the tax-smart location for every asset in seconds.

asset score

Leverage the Asset Location Score

The Score enables firms to measure the tax efficiency of each client’s household portfolio on a scale of 0-100 and produce a step-by-step blueprint for improving the score.

increase over time

Quantify the benefit in dollars

In addition to calculating an Asset Location Score for each portfolio, firms can finally put a dollar value on asset location optimization across different time horizons.

technology

Keep your current technology

Don’t rip and replace anything. LifeYield works alongside current technology to add asset location capabilities to your arsenal and avoid disrupting your entire tech stack.

The LifeYield Asset Location API

The LifeYield Asset Location engine has been battle-tested by the largest financial services institutions in the world to coordinate all accounts within a household and offer asset location optimization at scale.

Key Benefits

The LifeYield Technology Library


What the experts are saying

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

Using Technology to Strengthen Platform and Product Capabilities with Ben Huneke

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Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo

Intelligent Portfolio Withdraws and Account Coordination with Rose Palazzo

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Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo

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Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

Strengthening Product Innovation and Distribution with Jasmine Jirele - A Two-Part Episode

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Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

Balancing Technology and Personalization and Giving Digestible Advice with John Thiel

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Maximizing Retirement Income with Steve Zuschin

Maximizing Retirement Income with Steve Zuschin

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Get started with LifeYield Asset Location

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