Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
LifeYield LLC (www.lifeyield.com), creators of the Taxficient Score®, is the industry leader in facilitating tax-smart, risk-smart household portfolio management solutions to help financial advisors quantify and improve investor outcomes. LifeYield’s Advantage Suite enables advisors to provide a comprehensive, tax-aware overview of an entire portfolio with easy-to-use tools that suggest an optimal implementation plan to help investors make and keep more money while increasing the likelihood of achieving retirement goals. LifeYield connects: financial planning, account aggregation and investment proposal tools, brokerage holdings, advisory programs and insurance products to optimize after-tax returns, maximize retirement income and support household-level goals-based wealth management strategies.
Based in Boston and founded by finance and technology industry leaders, LifeYield offers digitally-enhanced advice software to support today’s advisors and clients in an increasingly complex world.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.