LifeYield Multi-Account Rebalancing
Execute rebalancing across accounts with the industry’s only true household-level rebalancing engine.
Take rebalancing to the household level
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.
Avoid replacing technology
LifeYield works with your current rebalancing technology to strengthen your firm’s rebalancing processes and avoid disrupting your entire tech stack.
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.
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
- Incorporate sell constraints
- Set gain budgets to manage client tax brackets
- Implement asset location optimization
- Coordinate taxable, tax-deferred and tax-free accounts
- Calculate key statistics: After-tax returns, location scores, drift, total realized gain or loss, approximate cost of implementation, and more
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
Retirement Income Sourcing