LifeYield
LifeYield provides tax-smart, risk-smart household portfolio management software to financial advisors, broker-dealers, asset managers, and insurance companies.
Contact LifeYield
Email: info@lifeyield.com
Phone: 1-617-502-5860
Web: https://www.lifeyield.com/
Products
Integrated household-level portfolio management platform aggregating accounts and providing tax-effi... more...
Software for financial advisors to collaborate with couples on retirement planning scenarios, estate... more...
Tax-efficient asset location optimization, tax-smart withdrawal sequencing, tax-loss harvesting oppo... more...