LifeYield Mobile™ shows the benefits of minimizing taxes across an investor’s accounts, which can be done if the accounts are managed together in a coordinated way. LifeYield provides professional investment management tools to financial advisors that help them get their clients the most out of their assets. By coordinating trading and portfolio management activity across accounts with different tax treatments – such as brokerage accounts, IRAs and Roth IRAs – and by determining the most tax-efficient way to liquidate assets to provide income during retirement, an investor’s balances can grow substantially higher before retirement, and provide more income plus a greater legacy after retirement.