Lifeyield, Llc

Description

• LifeYield is a transformative software company that helps forward-thinking financial firms, advisors, and investors make more and keep more money. LifeYield's software takes a comprehensive view of investors' assets and provides simple tools to help improve their financial health. They do so through the LifeYield Advantage Suite of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.LifeYield's Advantage Suite programs are designed to help investors, advisors and firms improve outcomes and achieve their goals. LifeYields goals-based, multiple account optimal management software helps minimize taxes while maintaining the desired risk levels during the accumulation of assets and throughout retirement. This can lead to up to 30% improved after-tax returns, according to comparisons by Ernst & Young. LifeYield software works as a critical element in a goals-based wealth management process to improve investor and advisor outcomes and ensure DOL compliance by completing the following tasks: Tracking all trade recommendations and recording the rationale Suggesting how to optimally implement these recommendations across multiple accounts and products to enhance outcomes during accumulation and withdrawal, on both a systematic and ad hoc basis Quantify the benefit in dollars, basis points, and percentages of optimal implementation during accumulation and withdrawal Demonstrate enhanced value to the investor of consolidating more assets with the advisor For more information, please visit www.lifeyield.com
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  Headquarters:175 Federal Street , Boston, Massachusetts, United States

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  Phone Number: +1 617-502-5660

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  Website: https://www.lifeyield.com

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  Employees:35

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  Revenue:$1 - 10M

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  Legal Name:Lifeyield, Llc

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• |  NAICS Code: 561990  |

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