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175 Federal Street, 7th Floor, Boston, MA 02110, United States

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Business introduction

LifeYield is a transformative software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money

Founded in 2008 and based in Boston, LifeYield is the leader in digitally enhanced portfolio advice. The company is led by financial industry and technology innovators with long experience in helping financial advisors leverage cutting-edge, multi-account, tax-smart portfolio software to increase their efficiency and effectiveness and better serve clients.

LifeYield’s Advantage Suite of asset optimizing software improves an individual's financial health and increases assets and income by coordinating all accounts in a tax-smart way for all of a household portfolio and by maximizing Social Security benefits.

LifeYield Solutions

Income Advantage

Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most......

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Portfolio Advantage

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......

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Proposal Advantage

If you’re like most financial advisors, your clients have an average of five-to-six accounts, acquired over many years, from multiple sources. With little-to-zero communication between advisors, your clients’ accounts are not coordinated in a tax-smart manner and are paying unnecessary taxes. This is your opportunity to clearly differentiate and demonstrate......

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Social Security Advantage

Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of......

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Taxficient Score®

The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts. It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all......

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