LifeYield mentioned in The Financial Revolutionist

By LifeYield | July 11, 2017 | News

New York, July 7, 2017– LifeYield has been mentioned by The Financial Revolutionist in its weekly briefing, No. 88, as one of the most interesting financial innovation stories.

“In LifeYield’s case, the team’s experience (which also includes several start-ups) appears to have enabled the company to offer software solutions for the financial complexities that life brings with time. Several of the nation’s largest private banks and brokerages agree, as the company has built an enviable client roster that most enterprise fintech startups could only dream about.”

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About The Financial Revolutionist
The Financial Revolutionist offers a unique perspective on the week’s most important fintech news, blogs, and web content. For more info, please visit- https://www.thefinancialrevolutionist.com.
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.