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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.

Industry-leading portfolio tax management APIs

WealthTech on Deck podcast

How top firms and executives are building WealthTech platforms of the future

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The Next Frontier in Financial Advice with Darren Tedesco

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Get started with LifeYield Multi-Account Rebalancing