Solution introduction
Reduce tax drag across a household portfolio, then quantify the benefit in dollars
Make tax efficiency your competitive advantage
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 blueprint for improving the score.
Quantify the benefit in dollars
In addition to calculating an Asset Location Score for each portfolio, firms can finally put a dollar value on asset location optimization across different time horizons.
Keep your current technology
Don’t rip and replace anything. SEI LifeYield works alongside current technology to add asset location capabilities to your arsenal and avoid disrupting your entire tech stack.
