LifeYield is a leading brand that was founded in 2008. They specialize in providing innovative solutions that help firms, investors, and advisors increase tax efficiency, ultimately leading to improved financial outcomes. With a range of products and services, LifeYield assists clients in conquering tax drag and optimizing retirement income, all while increasing firm revenue.

One of their key offerings is LifeYield Tax-Smart Multi-Account Management, which allows clients to manage their taxable and tax-qualified accounts at the multi-account, household level. This technology has been validated by EY and has been shown to increase after-tax returns by up to 33%. Clients can also benefit from other services such as asset location, multi-account rebalancing, tax-smart withdrawals, tax harvesting, and retirement income sourcing.

LifeYield is trusted by industry professionals and has been chosen by prominent firms like Morgan Stanley for its comprehensive wealth management capabilities. They provide industry-leading portfolio tax management APIs and offer valuable insights through their resources, library, and blog. To learn more about how LifeYield can help optimize your financial outcomes and increase tax efficiency, visit their website and sign up for exclusive wealthtech insights and interviews