LifeYield LLC, a Boston-based developer of retirement income software for wealth management firms and advisors, has launched a new website with an upgraded user interface design and a detailed explanation of its flagship product, LifeYield Retirement Optimized Income Solution, or LifeYield ROI.
LifeYield’s Unified Managed Household (UMH) technology automates the process of selecting which of a client’s assets to sell to provide an income stream, the company said. It reviews the multiple taxable and tax-advantaged accounts held by family members and selects the most appropriate assets to liquidate.
The (UMH) solution is intended to generate 20% more retirement income for investors over their lifetime through tax optimization. Besides advisors, its clients include trust officers, brokers, and wealth managers.
Boston-based Silverscape executed the design and programming of the new website. “Silverscape’s project management and web development effort operated smoothly, resulting in the on-time delivery of a cross-platform and cross-browser website,” said Ryan Gorer, vice president, User Experience, at LifeYield.
“Having developed a breakthrough retirement income software solution, we wanted to make sure we developed a website to match,” said Jack Sharry, executive vice president, Strategic Development of LifeYield.
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