LifeYield creates software for financial advisors and firms to grow their business by helping clients keep more of what they earn. Made to attract and retain clients, the LifeYield Advantage Suite includes:

• Portfolio Advantage® – diagnoses and improves tax-efficiency at the household level using the Taxficient Score® as a benchmark.
• Income Advantage® – determines the most tax-efficient way to make withdrawals from multiple accounts.
• Social Security Advantage® – maximizes filing strategies and financial benefits as investors approach retirement.

The LifeYield Advantage Suite helps investors, advisors, and firms minimize taxes and improve outcomes.