LifeYield LLC

September 12, 2018

SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
July 23, 2018

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 […]
//]]>