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December 1, 2017

Morgan Stanley partners LifeYield to offer tax-efficient investment strategies

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.

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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