Taxes significantly impact investment returns ─ as the saying goes, “it’s not what you make, it’s what you keep.” With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings and identifies the tax-smart location for every asset.

Easily implement a tax-smart plan
Once you have determined a client’s risk tolerance, LifeYield Portfolio Advantage shows you how to implement the target allocation in the most tax-efficient manner. You could do this manually, but it is time-consuming and requires daunting calculations and projections about market returns, income, dividends, and tax rates. With LifeYield Portfolio Advantage, you can precisely identify the optimal location for every asset in seconds, using advanced software that integrates into your processes.