LifeYield is a software company that develops solutions for financial advisors and investors, focusing on optimizing financial health and maximizing returns. Their technology specializes in tax-smart multi-account management, aiming to increase after-tax returns and minimize tax drag for clients.

The company's software takes a comprehensive view of investors' assets, providing tools to improve financial outcomes. LifeYield's solutions are trusted by forward-thinking financial firms and advisors to help grow client assets, optimize retirement income, and increase firm revenue through advanced tax management strategies.