January 26, 2015 12:04 PM ET


Company Overview of LifeYield, LLC

Company Overview

LifeYield, LLC provides financial technology solutions to wealth management firms and advisors. It offers LifeYield UMH, a Web-based tool with an intuitive graphical user interface that adapts to a wealth manager's existing workflow. The company’s LifeYield UMH solution includes LifeYield Dashboard, which provides a wealth advisor with client households, including basic information portfolio balances, and households with negative, low, and positive net cash balances; and LifeYield Cash Harvester, which selects assets to sell for a particular period to generate the required cash flow. It also includes LifeYield Payment Modeler, which enables a wealth advisor to forecast cash withdrawal levels...

125 High Street

30th Floor

Boston, MA 02110

United States

Founded in 2008





Key Executives for LifeYield, LLC

Co-Founder and Chief Investment Officer
Executive Vice President of Strategic Development
Executive Vice President of Product Development
Compensation as of Fiscal Year 2014.

LifeYield, LLC Key Developments

LifeYield Announces Agreement with Franklin Templeton Investments to Bring Social Security Optimizer(TM) to Advisors

LifeYield, LLC announced an agreement to develop a customized version of LifeYield's Social Security Optimizer for Franklin Templeton Investments. Franklin Templeton plans to make this tool available to financial advisors later this year. As Baby Boomers move into retirement, maximizing Social Security benefits has become increasingly important to investors and their advisors. LifeYield's solution is comprehensive and easy for advisors to use with investors in helping to determine the optimal time to file for Social Security benefits, and it also provides suggested actionable guidance on how make the filing. All of LifeYield's decision support tools have been developed for advisors to be easy-to-use while providing high utility in answering their clients' foremost questions. The LifeYield Social Security Optimizer is LifeYield's latest offering and has been met with much enthusiasm in the marketplace, with Franklin Templeton being the latest premier financial firm to adopt its use.

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