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

Gather more assets with a multi-account approach using tax efficiency technology that sits on top of your UMA platform.

The Multi-Account Revolution


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Realize the benefits of multi-account UMAs

UMAs are the backbone of our industry – multi-account UMAs go much further and can improve after-tax returns by as much as 60 basis points*

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Expand the benefits of diversified investment strategies, including direct indexing

Coordinate investment products and strategies – UMAs, direct indexing, SMAs, ETFs, mutual funds, IOVAs, etc.

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Leverage the tax advantages of different account types

Taxable and tax-advantaged (IRAs, Roth IRAs, etc.) all fit into a multi-account approach

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Customize tax harvesting

Gives advisors the ability to initiate tax harvesting across multiple accounts and is complementary to UMA tax harvesting capabilities

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Add tax efficiency to your rebalancing engine as an overlay

Identify mislocated assets and automatically execute tax-smart rebalancing across a book of business

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Avoid replacing current technology

The LifeYield Multi-Account UMA Tax Overlay is designed to enhance and integrate with the technology you already own – no replacement required

*According to Vanguard, asset location can add up to 60 basis points of value for the client.

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 the LifeYield Tax Overlay

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