LifeYield Advantage Suite® Gets Big Update, Taxficient Score® Unearths Tax Savings for Advisor’s Clients

LifeYield Advantage Suite® Gets Big Update, Taxficient Score® Unearths Tax Savings for Advisor’s Clients

LifeYield LLC, a cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, unveiled a fully-updated edition of the LifeYield Advantage Suite® software. The updates center around LifeYield’s Taxficient Score®, which quantifies the tax efficiency of a household portfolio by assigning a score between 0 and 100. The new version is available immediately for current and new subscribers. These enhancements enable advisors to give deeper advice so clients can benefit from tax-efficient portfolio management.

LifeYield will showcase the updates and their full suite of tax-smart and Social Security optimization software during a July 25th webinar. Find out more and register here.

“LifeYield is the first and only software firm to enable advisors to fully automate the comprehensive management of all the accounts in an investor’s household, which can improve after-tax returns by up to 33%,” said Mark Hoffman, CEO and co-founder of LifeYield.  “Advisors can now customize and fine tune the tax-efficiency of client portfolios given each client has different holdings and objectives. Using the LifeYield Taxficient Score, significant tax savings for clients are quantified, and become a core differentiator for advisors. LifeYield continues to build technology to ensure investors make more and keep more by increasing after-tax returns and income.  Advisors report the presentation of the Taxficient Score results in a much higher degree of asset consolidation.”

Financial advisors using the LifeYield Advantage Suite can now:

  • Recommend target household allocations
  • Quantify the benefit of “Current vs. Proposed”
  • Customize client accounts
  • Access product-agnostic Smart Mapping
  • View account-level implementation

ABOUT LIFEYIELD

LifeYield LLC, creators of the Taxficient Score®, facilitates 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. 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 of goals-based wealth management strategies. For more information, please visit www.LifeYield.com.

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