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LifeYield portfolio management tools now available through Chalice Financial Network.

BANKING AND CREDIT NEWS-August 6, 2019-LifeYield portfolio management tools now available through Chalice Financial Network


LifeYield LLC, the industry provider of tax-smart, household-level portfolio management software, has announced a strategic alliance with Chalice Financial Network, a Software-as-a-Service (SaaS)-based member-benefit organization for small- and medium-size businesses in the financial services space, to provide its 47,000 members increased access to the most cutting-edge, tax-efficient investment planning and implementation software, further enhancing their ability to service their clients as effectively as possible, the company said.

LifeYield's proprietary Taxficient Score[R] will help Chalice's members -- many of whom are financial advisors -- to quantify the financial benefits of tax-smart asset allocation for their clients over 10-, 15- or 20-year periods.

LifeYield, creators of the Taxficient Score[R], enables financial advisors to deliver tax-smart, household-level portfolio solutions. LifeYield's Proposal Advantage Suite[R] 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 and founded by finance and technology industry leaders, LifeYield's cloud-based software helps advisors improve investor outcomes and enhance their value and experience in supporting goals-based wealth management strategies. For more information, visit

Chalice Financial Network is a San Diego-based, provider of third-party technology, asset management, wealth management and business enterprise solutions for independent financial advisors across the country, delivered through an exclusive membership structure. For more information, visit

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Publication:M2 Banking & Credit News (BCN)
Date:Aug 6, 2019
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