LifeYield Portfolio Advantage®

Get help on improving a portfolio's tax-efficiency at the household level, including how to use the Taxficient Score® in your practice.

• Quick Proposal Overview
• Customizing CMAs
• How to Edit a Portfolio, Account, and Holdings
• Quick Start Guide: Portfolio Advantage®
• Glossary: Portfolio Advantage®
• LifeYield Default Capital Market Assumptions
• Gain Limits and Tax Impact
• Quick Start Guide: Quick Proposal
• Building a Taxficient Portfolio
• Setting up Targets and Target Groups
• Using Target Assignment in Portfolio Advantage
• Trade level output gain-limits in Portfolio Advantage
• LifeYield’s CSV/Excel Import Functionality
• LifeYield General Settings