LifeYield featured in Wealthmanagement.com: The Daily Brief

By LifeYield | March 16, 2018 | News

LifeYield Begins Business Directly with Advisors

“LifeYield, a cloud-based software company that helps advisors make tax and risk-conscious decisions about client investment portfolios, will begin doing business directly with advisors, the company said Tuesday. Its software was previously only available to enterprise clients, including Morgan Stanley and Franklin Templeton. To help scale the business, LifeYield also hired Steven Zuschin, who previously was the director of business development at HiddenLevers.”

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About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.