Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Tax-smart asset location and withdrawal software coordinating accounts to improve after-tax client outcomes.
Description
LifeYield, now part of SEI, provides tax-smart software that coordinates asset location, withdrawals, and Social Security across household accounts to improve clients' after-tax returns and retirement income.
Integrations
LifeYield has 12 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- AdvisorEngine Level 3
- AdvisorPeak Level 3
- Albridge Level 3
- Black Diamond Level 3
- eMoney Advisor Level 3
- Fidelity (National Financial) Level 3
- LPL Level 3
- MarketDesk Research Level 3
- MoneyGuide Level 3
- Nitrogen Wealth Level 3
- Orion Advisor Services Level 3
- Schwab Advisor Center Level 3
- Summit Wealth Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
OAuth
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal features
Glossary, Provides code samples in one language, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
Yes
Sandbox endpoints
https://developer.lifeyield.com/
