In the News

Product Update – April 2019 Release Notes

By LifeYield | April 26, 2019 | News
 

New Features:

  • Income Advantage allows for an Advisor to request a withdrawal from one or many accounts, and get a tax-smart sell list that will help with:
  • Minimize drift from the target allocation
  • Location Optimization
  • Minimize Taxes / Harvest Losses

Want Access?  Current subscribers can upgrade here or reach out we’ll get you taken care of.

Not a subscriber yet?  Schedule a Demo with a product specialist here.

New Look:

Navigation

    • You can now log into your LifeYield account and get directly to the Quick Proposal, without ever needing to pull up a portfolio list or search for a client.
    • The Quick Proposal is designed as a digital brochure, to help you establish and quantify the importance of coordinating and consolidating all assets (with you).

 

Social Security Advantage

    • Updated (larger) chart
    • Updated editing screens

 

Integrations:

    • Custodial Integrations; Enhanced to include cost basis, allowing IA to do Tax Harvesting

 

 

To log in to your LifeYield account, click here.

If you have questions please don’t hesitate to contact us.