Full customization and platform integration
All LifeYield products are available individually, as a suite, out-of-the-box or white-labeled.
Leverage our APIs
- LifeYield Portfolio Advantage®
- LifeYield Income Advantage®
- LifeYield Social Security Advantage®
- Tax-loss harvesting
- Preference settings for household rebalancers
White-labeled solutions
- LifeYield Portfolio Advantage
- LifeYield Income Advantage
- LifeYield Social Security Advantage
- Taxficient Score®
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
Advisors and clients win with LifeYield:
90k+ advisors using LifeYield
$1T+ assets on the platform
83% of investors want tax efficiency
*Hearts & Wallets Research
Enterprise Relationships
