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
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.