SEI LifeYield Tax-Smart Transitions

Technology that allows advisors and firms to standardize and automate multi-account transitions and show clients their tax savings.

Save taxes, limit drift, and avoid wash sales

Apply asset location, tax-lot selection, and rebalancing at scale with the goal of lowering investors’ tax exposure and improving after-tax returns.

Set tax budgets, timelines, risk tolerance, and target allocations or models. SEI LifeYield Tax-Smart Transitions does the rest.

Evaluate and compare various transition scenarios based on tax budgets and drift from target portfolio allocations.

Multi-account, multi-period transitions potentially limit capital gains and income taxes, keeping more money invested and under management.

Deliver client-ready reports with estimates of taxes saved and potential future account values.

SEI Tax-Smart Transitions evaluates the total net short-term and long-term gains and/or losses at the tax-lot level to transition to a target allocation or model.
Next, it presents:
- A breakdown of short- and long-term gains or losses.
- Estimated tax costs.
- Resulting drift.
- Trade suggestions.
Asset managers, advisors, or firms can then select a transition option or create a custom one.

Money is in motion, with advisor retirements, RIA mergers and acquisitions, boomers retiring, and clients seeking wealth management services that can prove their value.
Use SEI LifeYield Tax-Smart Transitions to develop tax-efficient plans for migrating multiple accounts to new advisory platforms or models. Present clients with estimates of the taxes saved and potential future account values.