LifeYield Proposal Advantage Suite®

The Proposal Advantage Suite can boost after-tax returns and income by up to 33% over time according to an independent Ernst & Young study.**

LifeYield Proposal Advantage Suite® for Enterprises

Empower your advisors to control client tax exposure in a whole new way

Here’s a simple philosophy for growing assets more quickly: pay fewer taxes.

Until recently, advisors had only a few ways to minimize investment taxes—such as tax loss harvesting, which yields only limited results. And they had even fewer ways to talk about taxes, which can be complicated to understand for many clients.

But now, Proposal Advantage Suite—including our proprietary Taxficient Score® — enables advisors to provide comprehensive household-level portfolio management—including optimizing taxes across a client’s entire portfolio asset allocation.

**Ernst & Young study

LifeYield helps advisors address 3 pressing concerns:

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TAXES: INVESTORS’ SINGLE LARGEST EXPENSE.

We help clients avoid paying unnecessary taxes.

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ANSWER THE MOST COMMON CLIENT QUESTION:

When to file for Social Security?

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AFTER AGE 50, CLIENTS TEND TO CONSOLIDATE ASSETS.


We help advisors help clients avoid mistakes costing hundreds of thousands of dollars. We can help your advisors become the advisor of choice.

Household Portfolio Management:

The new model for improved financial outcomes and stronger advisor-client relationships

Transformative change is here. LifeYield technology is making it possible for advisors to manage all of a household’s financial accounts, across all life stages, on a single platform, even advising them on Social Security benefits—a true one-stop shopping experience. The Proposal Advantage Suite is a core component of this new, holistic approach. For the first time, we make it practical to optimize taxes across a client’s entire holdings.

THERE ARE ONLY A FEW WAYS TO IMPROVE INVESTOR OUTCOMES. MINIMIZING TAXES IS ONE.

“Leaders are deploying advanced, scalable technology architecture to improve the investor and advisor experience—and, importantly, financial results. They are doing this not just by using discrete products, accounts or tools, but through an integrated financial planning and household portfolio management approach.”

—Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes, Money Management Institute, 2019.

Our Enterprise Partners

 
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A full suite of SaaS solutions that coordinate an entire household portfolio in a tax-smart way

Core Offerings

Targeted Solutions

Schedule a Demonstration

See how our Proposal Advantage Suite can help your advisors become specialists in tax-smart portfolio management—and the trusted advisor of choice for all of their client’s assets.