Tag : LifeYield

SEI Acquires LifeYield
Finance Fintech News

SEI Acquires LifeYield

PR Newswire
by PR Newswire0
New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities SEI announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution,......
LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability
Investment Services News

LifeYield Expands Management Ranks with Promotions; Adopts AWS for Scalability

Business Wire
by Business Wire0
LifeYield, the fintech leader in tax-efficient investing and income optimization, announced the promotions of two product leaders to its senior management team and its adoption of Amazon Web Services for cloud computing. “LifeYield APIs for tax efficiency and income optimization are central to our customers’ business plans and their ability to......
LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
Fintech News

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020

Fintech News Desk
by Fintech News Desk0
Social Security Advantage tech adds average of $150K of possible retirement money per client The difference between an adequate Social Security benefit filing strategy and an optimal one can be life-changing. LifeYield LLC, the market leader in developing cloud-based solutions that help advisors maximize retirement income for their clients, today......
Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Fintech News

Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities

Fintech News Desk
by Fintech News Desk0
LifeYield’s Software Offers Guidance for Incorporating Annuities into Household-Level Portfolios LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced an alliance with Jackson National Life Insurance Company. Jackson will integrate LifeYield’s portfolio management tools into its existing digital toolset. The strategic alliance......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
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