Mark Hoffman

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 […]
February 7, 2018

Today at T3: LifeYield Launches the Taxficient Score®; Announces Riskalyze as First Integration Partner

Consumers have long understood the impact their personal credit scores have on their financial lives. Now financial advisors will have the ability to offer their clients […]
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