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Setting up Targets and Target Groups

Here is where you can set up Targets inside LifeYield-

 

First, navigate to Settings and select Targets-

There are two areas within the Target section of LifeYield :

  • Targets- Allows you to create individual targets that will be defined by the CMA set of the Capital Market assumptions set that you choose to build it on top. 
  • Target groups- This is where you can group several different asset- allocations together. This will create a menu that LifeYield will use in order to assign a specific Target to a specific account within a portfolio working towards optimizing the tax-efficiency, the Taxficient Score®, and ultimately improving the client's after-tax rate of return.