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EQIS to Offer Advisors LifeYield’s Social Security Advantage Tool

By LifeYield | December 14, 2018 | News

Advanced Social Security Optimizing Technology Enhances EQIS’s Offering

BOSTON – December 17, 2018 – LifeYield LLC, a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced today that its proprietary Social Security Advantage solution will now be available through EQIS Capital Management Inc., a fee-based TurnkeyAsset Management Platform (TAMP) for financial advisors. This partnership will make LifeYield’s technology available to more than2,100 advisors currently using the EQIS TAMP.

Through this partnership, advisors who work with EQIS will gain access to Social Security Advantage, a leading Social Security optimizer in the industry with over 50,000 users. By using the tool, advisors gain access to sophisticated software to provide personalized recommendations on when and how to file for benefits, including strategies for how a client can fill income gaps during certain periods of retirement.

Based on the inputs provided, LifeYield Social Security Advantage calculates the optimal timing for clients to begin to take their Social Security benefits and how to file given different spousal scenarios. Customized reports show clients how much more they can expect to receive by month, annually, and in total with the optimal strategy.

“We’re committed to enabling advisors to leverage software to make the best decisions with and on behalf of their clients,” said Mark Hoffman, CEO of LifeYield. “Now advisors working with EQIS can feel confident that they’re offering their clients the optimal Social Security advice. It’s an investment in EQIS’s advisors, firms, and clients and we’re thrilled to bring their already robust toolset even more functionality.”

“We always try to provide advisors using our platform beneficial and cutting-edge products and services for their clients,” said Joseph F. Hunter, President and CEO of EQIS. “Social Security is one of the biggest concerns investors have as they prepare to retire. By partnering with LifeYield, we’ve ensured our advisors have access to leading software in the space, and can provide multi-faceted retirement planning strategies.”

About LifeYield
LifeYield LLC (, creator of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes.  LifeYield’s Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals.  LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies.  Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today’s advisors and clients in an increasingly complex world. For more information, please visit

About EQIS Capital Management

Founded in 2007, EQIS offers a turnkey asset management platform that gives investors with $25,000 or more access to many of the investment advantages that high net worth investors have enjoyed for decades, including Separately Managed Accounts (SMAs) with multiple institutional money managers, providing broad diversification, transparency, and potential tax benefits. Sophisticated, cloud-based, easy-to-use and fee-based, the EQIS TAMP is backed by dedicated support. The EQIS TAMP provides advisors the ability to use its EAS-E model allocations or create their owncustom portfolios from over 50 money managers and 200 investment strategies.

For more information visit