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LifeYield integrates with Schwab Advisor to offer portfolio management tools

LifeYield LifeYield LLC, a cloud-based tax and risk management solution provider has announced integration with Schwab Advisor Services, offering new household-level portfolio management tools to advisors who custody with Schwab.

The integration will see the availability of a single sign-on (SSO) solution from LifeYield’s Advantage Suite directly through the Schwab Advisor Center (SAC) platform, according to a statement.

Additionally, Schwab will export account information daily to LifeYield, allowing for an easy way for RIAs to view all related client account information via one platform, streamlining daily processes for advisors and enabling them to service their clients efficiently.

“LifeYield is at the forefront of the household-level FintTech revolution, and it’s through integrations with firms like Schwab we’re able to help RIAs grow their businesses and investors make and keep more of their money,’ Steve Zuschin, EVP at LifeYield commented.

“LifeYield’s Advantage Suite toolset is a welcome addition to our growing integration ecosystem. Their technology enabling advisors to efficiently manage an investor’s entire household aligns well with our strategy to offer integrated solutions that help advisors serve their clients more effectively while also helping them scale their businesses,” Kartik Srinivasan, MD Digital Product Management for Schwab Advisor Services added.

LifeYield, creators of the Taxficient Score, enables financial advisors to deliver tax-smart, household-level portfolio solutions. Its Proposal Advantage Suite provides a comprehensive, tax-aware view of a client’s entire portfolio, analyzing assets across IRAs, 401(k)s and taxable accounts.

Based in Boston, LifeYield’s cloud-based software helps advisors improve investor outcomes and enhance their value and experience in supporting goals-based wealth management strategies.

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