International Finance

Morgan Stanley and LifeYield Partner to empower financial advisors for wealth management clients

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 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.

“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.

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