Clients often own numerous assets scattered across different types of accounts. Usually, no one has ever tried to coordinate their tax implications.
With Portfolio Advantage, you simply determine the asset allocation that best fits your clients’ goals and risk tolerance.
Then, LifeYield's state-of-the-art technology—fully integrated with your own environment—looks through every asset in every account, and completes hours of optimization calculations in just seconds.
The result is a tax-smart asset location plan—placing assets with high tax rates in tax-advantaged accounts, and using taxable accounts for assets with low tax rates.