LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets.
“With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive financial planning; recommend tax-smart asset location across multiple accounts and products, including direct indexing; and provide ongoing advice for optimizing outcomes for their physician clients”
Forme will adopt LifeYield technology for tax-efficient practices into their advisory services and wealth management platform tailor-made for practicing physicians, medical students and residents. Orion provides Forme financial advisors with powerful technology to create, optimize and track client portfolios across a range of asset and investment types.
Latest Fintech News: Karta.io Introduces a Financial Platform for E-commerce on the US Market
“We founded this company on the conviction that physicians deserve far better financial outcomes than they are getting from today’s wealth industry,” said John Clendening, Founder and CEO of Forme Financial. “Key to this is having the right technology to create value regardless of market performance. This need is especially acute given that physicians have higher incomes and financial lives that are more complex than those of peers in almost any other profession.”
Forme’s services span the spectrum of financial health for physicians and doctors in training, including student debt, investments, tax planning, risk and insurance, and cash management.
“With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive financial planning; recommend tax-smart asset location across multiple accounts and products, including direct indexing; and provide ongoing advice for optimizing outcomes for their physician clients,” said Steve Zuschin, Executive Vice President, Business Development, at LifeYield.
Latest Fintech News: Galileo and Technisys Redefine the Digital Banking Customer Experience with Cyberbank Digital-as-a-Service
“Successful advisory firms are choosing today to select the most promising technologies available and integrate those with their proprietary process to realize the best outcomes from accumulation through retirement for their clients,” said Andrew Rosenberger, Head of Custom Indexing, Orion Advisor Solutions. “We’re thrilled to demonstrate how to make that happen with LifeYield and Forme Financial by providing Orion’s tech-enabled Custom Indexing solution, which allows Forme to easily build custom portfolios for their physician clients while minimizing the impact of taxes.”
Latest Fintech News: Enegix Payments Partners With S1lkpay, A Principal Mastercard Issuer, To Launch New Crypto Payment Solution
[To share your insights with us, please write to sghosh@martechseries.com]
