New Release: One small step for LifeYield, one giant leap for advisors

4/17/20 3:42 PM / by Steve Zuschin posted in Product Updates

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We're proud to announce five new enhancements to the LifeYield platform!

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Four major enhancements to the LifeYield Advantage Suite®

12/13/19 12:07 PM / by Emily Hoffman posted in Product Updates

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Today, we launched four new enhancements to the LifeYield Advantage Suite, including a new workflow for adding, editing and importing accounts. This new workflow drastically streamlines the previous one, saving time for advisors who want to quickly add, edit or import new accounts to the platform.
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