Morgan Stanley Wealth Management has teamed up with software firm LifeYield to enable financial advisers to streamline the process of offering tax-efficient solutions for clients.
Under the partnership, Morgan Stanley Wealth Management’s Goals Planning System (GPS) will be integrated with LifeYield’s Advantage Suite, a tax-efficient portfolio software used to boost after-tax returns.
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Advantage Suite empowers Financial Advisors to offer advice and guidance designed to help increase wealth and improve the retirement of their clients.
Morgan Stanley Wealth Management COO Jed Finn said: “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 co-founder and CEO Mark Hoffman added: “In Morgan Stanley, LifeYield has a partner that understands the increasing complexity of wealth management and recognises the importance of combining the skills of its Financial Advisers with the strength, depth and consistency of technology.”
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