Solution introduction
A revolutionary unified managed household (UMH) solution for the financial services industry
Arm advisors with technology to generate tax alpha
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 adopting tax minimization techniques across the entire household.
