Martin Cowley, LifeYield, EVP Product Development weighs in on Portfolio Management via InvestmentNews
"Multi-Account Investment Management Is Here To Stay"
The article, InvesmentNews' Investment Technology: Can Alexa Handle Multi-Account Portfolio Management?, describes how financial advisers can stay ahead of the curve by adapting some of the technologies that are already available for multi-account investment management.
Cowley suggests that, "As new tools become more readily available, they are not only becoming an engrained part of the retirement landscape, but something investors are beginning to expect. Advisers can stay ahead of the curve by adopting some of the technologies that are already available."
to read the full article via InvestmentNews
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LifeYield LLC, 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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