Morgan Stanley & LifeYield Partner to Empower Financial Advisors to Offer Tax-Efficient Investing Solutions to Wealth Managem...
November 30 2017 - 9:00AM
Business Wire
LifeYield’s Advantage Suite Integrated into Morgan Stanley
Advisor Platform to help Maximize After-Tax Returns across
Multi-Account Portfolios
Morgan Stanley and LifeYield, LLC announced today the formation
of a strategic relationship whereby LifeYield’s Advantage Suite™
software has become an integral component of Morgan Stanley Wealth
Management’s Goals Planning System (GPS). Integrated with the other
tools already available to the Firm’s 16,000 Financial Advisors,
the Advantage Suite will help streamline the process they use to
review their clients’ total household holdings for the purpose of
implementing tax-efficient strategies.
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“We have invested significantly in technology, partnering with a
network of cutting edge firms to assist our Financial Advisors as
they help their clients achieve their financial goals ,” said Jed
Finn, Chief Operating Officer, Morgan Stanley Wealth Management.
“This technology gives a Financial Advisor a quicker, more
efficient method to review a client’s multi-account portfolio and
recommend strategies designed to help improve after-tax returns.
LifeYield is an important addition to our suite of tools that help
Financial Advisors better serve their clients.”
The LifeYield Advantage Suite is the industry’s only tax
efficient portfolio software with actionable multi-account advice
that empowers Financial Advisors to offer advice and guidance
designed to help increase wealth and improve the retirement of
their clients.
“In Morgan Stanley, LifeYield has a partner that understands the
increasing complexity of wealth management and recognizes the
importance of combining the skills of its Financial Advisors with
the strength, depth and consistency of technology,” noted Mark W.
Hoffman, Co-Founder and Chief Executive Officer, LifeYield.
About Morgan Stanley
Morgan Stanley Wealth Management, a global leader, provides
access to a wide range of products and services to individuals,
businesses and institutions, including brokerage and investment
advisory services, financial and wealth planning, cash management
and lending products and services, annuities and insurance,
retirement and trust services.
Morgan Stanley (NYSE: MS) is a leading global financial services
firm providing investment banking, securities, wealth management
and investment management services. With offices in more than 42
countries, the Firm's employees serve clients worldwide including
corporations, governments, institutions and individuals. For more
information about Morgan Stanley, please visit
www.morganstanley.com.
About LifeYield
LifeYield LLC is a transformative software company that helps
forward-thinking financial firms, advisors, and investors make and
keep more money. The Company’s software takes a comprehensive view
of investors' assets and provides simple tools to help improve
their financial health. The LifeYield Advantage Suite™ of asset
optimizing software programs and sales tools includes Portfolio
Advantage, Income Advantage, and Social Security Advantage. Based
in Boston and founded by acclaimed finance and technology industry
experts, LifeYield is passionate about helping people live the
retirement of their dreams. For more information, please visit
www.lifeyield.com.
Tax laws are complex and subject to change. Morgan Stanley Smith
Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley
Financial Advisors or Private Wealth Advisors do not provide tax or
legal advice. Individuals are urged to consult their personal tax
or legal advisors to understand the tax and legal consequences of
any actions, including any implementation of any strategies or
investments.Morgan Stanley Wealth Management is a business of
Morgan Stanley Smith Barney LLC.Morgan Stanley is not affiliated
with LifeYield LLC.©2017 Morgan Stanley Smith Barney LLC. Member
SIPC.
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version on businesswire.com: http://www.businesswire.com/news/home/20171130005179/en/
Morgan Stanley Media Relations:Margaret Draper,
914-225-6369orLifeYield:Anne Szustek, 212-896-1210
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