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LifeYield Wins Top Honors as Technology Innovator of the Year

By LifeYield | May 1, 2013 | News

Boston, Massachusetts, May 1, 2013  – LifeYield announced today that The Money Management Institute (MMI) recognized it as the 2013 Advisory Solutions Technology Innovator of the Year. MMI also awarded Jack Sharry, EVP, Strategic Development at LifeYield, the inaugural Chairman’s Award for his industry thought leadership in retirement income solutions. The announcement was made during the Gateway to Leadership dinner on April 23, 2013 at the MMI Annual Convention in New York City.

By a vote of its industry peers, the technology innovation award goes to the firm providing the financial advisory industry with innovative technology that produces the greatest gains in efficiency or operations improvement. LifeYield’s Coordinated Account and Income Management software enables the management of multiple taxable and tax advantaged accounts and other income sources in a tax-optimal way during accumulation and retirement and leads to significantly improved investor outcomes, according to an independent study by Ernst & Young.

Jack Sharry, Chairman of MMI’s Retirement Solutions Committee and a principal at LifeYield was also recognized with the inaugural Chairman’s Award for his industry leadership in the research, education and advocacy of retirement income solutions to benefit financial advisors and investors.

“LifeYield and Jack Sharry have provided exceptional leadership to MMI members and the industry at large regarding retirement income solutions,” according to Christopher L. Davis, President of MMI. “It is no surprise Jack and his firm, have been recognized by their peers for developing ground breaking research, educational programs, advocacy and innovative solutions.”

“LifeYield’s recognition as an innovator and thought leader by the wealth management industry is exciting,” said Mark Hoffman, LifeYield’s CEO. “To receive such strong validation from our industry peers that we are providing the solutions financial advisors need to produce better outcomes for their clients is highly rewarding.”


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.
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