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LifeYield Snapshot
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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 individuals 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’s Advantage Suite of asset optimizing software improves an individuals 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.
