LifeYield Portfolio Advantage® One-Pager

Product Overview

Portfolio Advantage analyzes all the accounts in a household portfolio and measures the tax-efficient asset location of these assets using the Taxficient Score®. Advisors leveraging this solution can quantify the impact of a tax-smart investment strategy and show clients what steps they’re taking to raise their Taxficient Score.

Read the one-pager and see how Portfolio Advantage can help you identify the tax-smart location for every asset in seconds.

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