Sign up to receive exclusive monthly wealthtech insights and interviews from our Chief Growth Officer, Jack Sharry. SIGN UP NOW

LifeYield launches Direct-to-Advisor Channel

By LifeYield | March 13, 2018 | News

— Builds Direct-to-Advisor Team Led by Fintech Veteran, Steve Zuschin
— Announces Integrations with TD Ameritrade Institutional’s Veo ® platform, Charles Schwab’s Advisor Services Data Delivery® and Albridge
Makes Quick Proposal with Taxficient Score® Available for Free to Advisors

BOSTON – March 13, 2018 – LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire portfolio, is making its proprietary Taxficient Score® available to independent advisors, and has hired advisor technology veteran Steven Zuschin to scale its operations. Previously, the Company’s cloud-based solutions were only available to enterprise clients such as Morgan Stanley and Franklin Templeton.

As a result of an increasingly competitive and fragmented market, advisors are facing more pressure than ever before with investors seeking solutions to better prepare themselves for retirement. To address this challenge, LifeYield recently launched its Taxficient Score, an easy way to explain the value of tax-smart household portfolio management. Similar to a credit score, the Taxficient Score assesses the tax efficiency of a client’s accounts on a scale of 0-100 – the higher the score, the better-positioned an investor is to minimize taxes, make and keep more money, as well as achieve retirement goals.

The Taxficient Score provides a benchmark for advisors to improve and sustain investment outcomes, and promote asset consolidation and goals based wealth management strategies. Advisors can now access a free LifeYield subscription which includes the Quick Proposal and Taxficient Score. To register, click here

“LifeYield is arming the independent advisor community with tools to deliver digitally-enhanced advice to attract and retain clients in an increasingly fragmented marketplace,” said Mark Hoffman, CEO of LifeYield. “The independent advisor community represents a tremendous opportunity for LifeYield. Under Steve’s leadership, we are confident independent advisors will not only take advantage of LifeYield’s technology but use it to create stronger client relationships and support goals based wealth management.”

“LifeYield is breaking new ground in wealth management, addressing a long-neglected piece of their fiduciary puzzle – tax-smart, multi-account portfolio management. The Company has created a solution that enables advisors to help their clients achieve significant tax savings, and for the first time allows them to aggregate all of their client’s accounts in one place,” said Zuschin, formerly the director of Business Development at HiddenLevers, and now EVP of Direct-to-Advisor Sales for LifeYield.

Zuschin continued, “We’ve already brought on industry veteran Jeff Quigley and plan to continue to add top talent given the demand we are seeing. I look forward to growing the Direct-to-Advisor team with Jeff and forging new partnerships on behalf of LifeYield to enable the independent advisor community to unleash the power of our cloud-based solutions across their client base.”

The Taxficient Score will be available through integrations with TD Ameritrade Institutional’s Veo ® platform, Charles Schwab’s Advisor Services Data Delivery®, Albridge and Riskalyze, which was announced at the T3 Advisor Conference in February.


About LifeYield
LifeYield (, 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