LifeYield - FinTecBuzz

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FinTecBuzz

by BusinessWire

LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location

LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location

February 20, 20205 min

A historic bull market and changing tech landscape are driving advisors to find innovative ways to create value for their clients and differentiate their practice. LifeYield, LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, makes it easy to meet this demand by quantifying one of the most elusive sources of value — tax efficiency — through a new integration with AdvisorPeak, Inc. (AdvisorPeak), a leading portfolio trading and rebalancing...

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by FTB News Desk

LifeYield Announces Partnership with Envestnet | Yodlee

Data & Analytics Risk Management

LifeYield Announces Partnership with Envestnet | Yodlee

February 1, 201911 min

LifeYield (www.lifeyield.com), a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced a new integration with Envestnet | Yodlee, a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. This integration will help financial advisors identify, optimize and quantify the benefits to investors by managing multiple account registration types in a coordinated way to minimize taxes, maximize after-tax returns and be in a better position to...

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