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LifeYield, LLC – Enterprise

LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer and Co-Founder, and his father, Nobel Prize-winning economist Paul A. Samuelson. Both held a long-running interest in tax-smart investing, and after years offering investment and tax-related advice to family and friends, they recognized that neither individual investors nor their advisors could build tax-smart portfolios alone. Technology was required to put these theories into practical use, and in 2008, LifeYield was founded.

Today, LifeYield is used by, and integrates with, some of the biggest names in the industry (including Morgan Stanley, Envestnet, Franklin Templeton, Allianz, Merrill Lynch, SunTrust, New York Life, Jackson National, Personal Capital, and many others). But most importantly, LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.

  • Enterprise LifeYield Advantage Suite
  • API for multi account rebalancing, asset location optimization, withdrawal strategies, retirement income planning, social security maximization.
  • White Labeled Solutions

LifeYield offers industry expertise that has been leveraged by some of the largest financial services companies in the world to acheive better outcomes for their clients, advisors and firms. The advantage suite is available through a SAS Model to independent advisors to provide proposals that outline Advisor Alpha, and quantify the benefit of reducing investment taxes and choosing the correct social security strategy.

LifeYield is the creator of the Taxficient Score which measures the tax efficiency across a house hold with multiple accounts. This has been a break through in discussing investment taxes with clients and used to consolidate assets with a single advisor.

All of our solutions are availabel to be integrated with, we have worked closely with several partners to create custom work flows that leverage are industry leading proposals and algorythms. Why re-create the wheel when you can just use ours?


Companies that integrate with LifeYield

These services are mainly leveraged through API and integrated into the firms native application to leverage LifeYield’s capability in their workflows.

AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
Bank of America
Bank of America Merril Lynch
Bank of America Merrill Lynch provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Franklin Resources
Franklin Templeton
Franklin Resources, Inc. is a global investment management organization operating as Franklin Templeton Investments.

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