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LifeYield’s Social Security Tool Added to TAMPLifeYield’s Social Security Tool Added to TAMP

Tax-smart Social Security guidance makes its way onto EQIS Capital Management’s TAMP for advisors.

Samuel Steinberger, Senior Technology Editor

December 17, 2018

1 Min Read
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/EQIS Capital Management, a fee-based turnkey asset management platform, has added tax-awareness software provider LifeYield’s Social Security Advantage feature, according to LifeYield. The tool helps advisors to guide clients’ Social Security benefit decisions, providing interactive scenarios and personalized recommendations. The TAMP supported by EQIS is used by more than 2,100 advisors, according to the company.

Social Security Advantage already has more than 50,000 users and EQIS expects that uptake will be swift following the announcement of the partnership. “Social Security is one of the biggest concerns investors have as they prepare to retire,” said Joseph F. Hunter, president and CEO of EQIS. “We’ve ensured our advisors have access to leading software in the space, and can provide multi-faceted retirement planning strategies.”

Social Security has become a major source of retirement income, including for many high-net-worth individuals.

 

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About the Author

Samuel Steinberger

Senior Technology Editor, WealthManagement.com

Samuel Steinberger is Senior Technology Editor for Informa Connect’s WealthManagement.com. In his role, Mr. Steinberger provides the publication’s wealth and financial technology coverage. 

Mr. Steinberger’s editorial insight and familiarity with technology accelerates Informa’s growth within the financial advisor and wealth management communities, providing in-depth news for advisors and financial professionals. 

Before joining Informa Connect, Mr. Steinberger produced documentaries with former CNN anchor Soledad O’Brien at Soledad O’Brien Productions (formerly Starfish Media Group). He specialized in research, shooting and editing, as well as finding distinct voices to explain topics like mental health, poverty and racial divide. 

Prior to joining Soledad O’Brien Productions, Mr. Steinberger managed multi-departmental technology projects for global legal technology leader Transperfect Legal Solutions. After obtaining his graduate degree in journalism from Columbia University, he completed his transition from technology management to media. 

Mr. Steinberger is an award-winning journalist, author and researcher who has written, edited and reported for a number of publications, including The New York Times, Financial PlanningAmerican Banker and PBS. He is founder of beverages publication Give Me Weird Drinks

Mr. Steinberger’s technology analysis and insight has been featured in several books on virtual and augmented reality. Mr. Steinberger has received awards and recognition for his reporting and research, including the American Business Media's prestigious Jesse H. Neal Award for editorial excellence.

Follow on Twitter: @slsteinberger

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