In the News

LifeYield Mobile™ Available in Web Version

By LifeYield | May 20, 2013 | News

Boston, MA, May 20, 2013 – LifeYield announced today that a Web version of its highly acclaimed iPad tool will be available at no charge on its website. LifeYield Mobile enables advisors to meet with a client anywhere and demonstrate the benefits of LifeYield’s Coordinated Account Management. Morningstar has estimated a coordinated approach across multiple accounts and product types can improve after-tax returns and income by as much as 180 basis points per year.

“The response from advisors to the iPad version of LifeYield Mobile was extremely positive, with many asking for a version that works on other mobile devices,” said Mark Hoffman, LifeYield CEO and Co-founder. “So now they can use a browser to access LifeYield Mobile on any tablet.”

LifeYield Mobile is used to start the conversation with clients and prospects about the benefits of Coordinated Account Management and shows why it makes sense to consolidate assets with an advisor who manages portfolios this way. Once an investor is interested, the full LifeYield System is used to create a more detailed and customized analysis for the investor.

 

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.