SEI LifeYield
HQ Address
175 Federal Street, 7th Floor, Boston, MA 02110, United States
Website Address
Business introduction
Taxes are a linchpin to successful wealth accumulation and retirement income planning
SEI LifeYield’s daily mission is to minimize taxes for investors with revolutionary unified managed household (UMH) capabilities
SEI LifeYield provides some of the largest financial services firms in the world with investment and technology solutions that implement and coordinate tax-efficient investing from accumulation throughout retirement using:
- Asset location
- Tax-loss harvesting
- Tax-efficient household portfolio management and rebalancing
- Tax transition services
- Withdrawal and income optimization across multiple household accounts
- Optimized Social Security benefits
Our solutions are available via API or a new multi-account overlay solution with an easy-to-use interface and client-ready proposals and reports.
SEI LifeYield Solutions
LifeYield Social Security+™ for Enterprise
Identify the optimal filing strategy Run multiple scenarios in real-time to show clients and prospects the impact of different filing strategies and highlight the pros and cons of each one. Focus on retirement income planning With Income Layers, advisors can show clients how they will coordinate Social Security with the rest of their......
business needs
view solutionSEI LifeYield Asset Location
Improve tax efficiency Our proprietary asset location algorithm scans all accounts in a household portfolio and recommends the tax-smart location for every asset in seconds. Leverage the asset location score The Score enables firms to measure the tax efficiency of each client’s household portfolio on a scale of 0-100 and produce a step-by-step......
business needs
view solutionSEI LifeYield Multi-Account Overlay
Investors are hungry for smarter tax-planning advice, but the industry has struggled to deliver it efficiently and comprehensively – until now. The SEI LifeYield Multi-Account Overlay breaks new ground as a solution that seamlessly integrates tax planning into holistic financial planning and portfolio management. That means moving beyond account-by-account strategies and......
business needs
view solutionSEI LifeYield Multi-Account Rebalancing
Rebalance across account types Take a household approach to rebalancing that accounts for asset location, minimizes drift and maximizes outcomes for advisors, investors and firms. Avoid replacing technology SEI LifeYield works with your current rebalancing technology to strengthen your firm’s rebalancing processes and avoid disrupting your entire tech stack. Enhance the withdrawal process Based on......
business needs
view solutionSEI LifeYield Retirement Income Sourcing
Deliver a blueprint for drawing down on a client’s assets account-by-account, down to the security Avoid the costly “rules of thumb” used by every firm that don’t take each client’s unique circumstances into account. Create hyper-personalized decumulation plans for each client Identify the next best steps to draw down on a client’s assets......
business needs
view solutionSEI LifeYield Social Security+™ for Advisors
Compare filing strategies Run multiple scenarios in real-time to show clients and prospects the impact of each strategy. Visualize your client’s income layers The Income Layers add-on illustrates how you’ll coordinate the optimal Social Security filing strategy with the rest of your client’s retirement income. Fill income gaps Show clients how you’ll coordinate their filing......
business needs
view solutionSEI LifeYield Tax Harvesting
Keep your current technology Don’t rip and replace anything. SEI LifeYield Tax Harvesting can act as an overlay to your current technology to enhance it with modern tax harvesting capabilities. Limit capital gains Offset short-term or long-term capital gains by selling securities at a loss. Short-term is typically the priority, but SEI LifeYield......
business needs
view solutionSEI LifeYield Tax-Smart Withdrawals
Know what to sell and why The SEI LifeYield Tax-Smart Withdrawal engine clearly shows what to sell – and in what order – to fulfill each withdrawal scenario with confidence. Minimize drift away from the target allocation This avoids the inevitable rebalance later. Pay attention to location Raise cash by liquidating mislocated assets first, potentially......
