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

LifeYield Multi-Account Rebalancing

Execute rebalancing across accounts with the industry’s only true household-level rebalancing engine.

Take rebalancing to the household level


asset balance

Rebalance across account types

Take a household approach to rebalancing that accounts for asset location, minimizes drift and maximizes outcomes for advisors, investors and firms.

technology

Avoid replacing technology

LifeYield works with your current rebalancing technology to strengthen your firm’s rebalancing processes and avoid disrupting your entire tech stack.

asset withdrawal

Enhance the withdrawal process

Based on each withdrawal recommendation, the rebalancing engine identifies mislocated assets and automatically executes a tax-efficient rebalance in alignment with the portfolio’s target asset allocation.

magnifying glass

Identify tax harvesting opportunities

Ensure you’re maximizing outcomes for clients by taking all information into account and considering each opportunity to harvest gains or losses.

How Firms Use the LifeYield Rebalancing Engine

The LifeYield engine has been battle tested by some of the largest financial services institutions in the world to coordinate all accounts within a household and offer rebalancing at scale.

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 Multi-Account Rebalancing

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